UFF
IBTX icon

USA Financial Formulas’s Independent Bank Group, Inc. IBTX Stock Holding History

USA Financial Formulas’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
-1,365
Closed -$101K – 505
2021
Q2 		$101K Sell
1,365
-153
-10% -$11.6K 0.08% 169
2021
Q1 		$110K Buy
+1,518
New +$106K 0.09% 163

Other funds holding IBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

USA Financial Formulas's IBTX Position: Q3 2021 in Review

USA Financial Formulas sold out of Independent Bank Group, Inc. (IBTX) in Q3 2021, closing a stake of 1,365 shares — an estimated $101K sold.

USA Financial Formulas first reported a position in IBTX in Q1 2021 and held it in 2 quarters. The position peaked at $110K in Q1 2021. 178 funds tracked by Wall St. Rank hold IBTX as of Q3 2021.

  • USA Financial Formulas reported no remaining Independent Bank Group, Inc. position as of Q3 2021 after selling out during the quarter.
  • USA Financial Formulas sold 1,365 Independent Bank Group, Inc. shares in Q3 2021, an estimated $101K.
  • USA Financial Formulas first reported a position in Independent Bank Group, Inc. in Q1 2021 and held it in 2 quarters.
  • USA Financial Formulas's Independent Bank Group, Inc. position peaked at $110K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2021.

Based on USA Financial Formulas's 13F filing for Q3 2021, filed 8 Nov 2021.