TAM
IBTX

Townsend Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Townsend Asset Management’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
2024
Q3 		– Sell
-5,060
Closed -$230K – 203
2024
Q2 		$230K Buy
+5,060
New +$216K 0.09% 123

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Townsend Asset Management's IBTX Position: Q3 2024 in Review

Townsend Asset Management sold out of Independent Bank Group, Inc. (IBTX) in Q3 2024, closing a stake of 5,060 shares — an estimated $230K sold.

Townsend Asset Management first reported a position in IBTX in Q2 2024 and held it in 1 quarter. The position peaked at $230K in Q2 2024. 208 funds tracked by Wall St. Rank hold IBTX as of Q3 2024.

  • Townsend Asset Management reported no remaining Independent Bank Group, Inc. position as of Q3 2024 after selling out during the quarter.
  • Townsend Asset Management sold 5,060 Independent Bank Group, Inc. shares in Q3 2024, an estimated $230K.
  • Townsend Asset Management first reported a position in Independent Bank Group, Inc. in Q2 2024 and held it in 1 quarter.
  • Townsend Asset Management's Independent Bank Group, Inc. position peaked at $230K in Q2 2024.
  • 208 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2024.

Based on Townsend Asset Management's 13F filing for Q3 2024, filed 21 Oct 2024.