TSW
IBTX

Thompson Siegel & Walmsley’s Independent Bank Group, Inc. IBTX Stock Holding History

Thompson Siegel & Walmsley’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-325
Closed -$24K – 764
2021
Q2 		$24K Hold
325
– – ﹤0.01% 585
2021
Q1 		$23K Sell
325
-100
-24% -$7.01K ﹤0.01% 569
2020
Q4 		$27K Hold
425
– – ﹤0.01% 515
2020
Q3 		$19K Hold
425
– – ﹤0.01% 518
2020
Q2 		$17K Buy
+425
New +$13.8K ﹤0.01% 541

Other funds holding IBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Thompson Siegel & Walmsley's IBTX Position: Q3 2021 in Review

Thompson Siegel & Walmsley sold out of Independent Bank Group, Inc. (IBTX) in Q3 2021, closing a stake of 325 shares — an estimated $24K sold.

Thompson Siegel & Walmsley first reported a position in IBTX in Q2 2020 and held it in 5 quarters. The position peaked at $27K in Q4 2020. 178 funds tracked by Wall St. Rank hold IBTX as of Q3 2021.

  • Thompson Siegel & Walmsley reported no remaining Independent Bank Group, Inc. position as of Q3 2021 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 325 Independent Bank Group, Inc. shares in Q3 2021, an estimated $24K.
  • Thompson Siegel & Walmsley first reported a position in Independent Bank Group, Inc. in Q2 2020 and held it in 5 quarters.
  • Thompson Siegel & Walmsley's Independent Bank Group, Inc. position peaked at $27K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2021.

Based on Thompson Siegel & Walmsley's 13F filing for Q3 2021, filed 5 Nov 2021.