Valeo Financial Advisors
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Valeo Financial Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Valeo Financial Advisors’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
2020
Q1 		– Sell
-968
Closed -$54K – 1999
2019
Q4 		$54K Hold
968
– – 0.01% 619
2019
Q3 		$51K Hold
968
– – 0.01% 600
2019
Q2 		$53K Hold
968
– – 0.01% 581
2019
Q1 		$50K Buy
+968
New +$52.1K 0.01% 556

Other funds holding IBTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Valeo Financial Advisors's IBTX Position: Q1 2020 in Review

Valeo Financial Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2020, closing a stake of 968 shares — an estimated $54K sold.

Valeo Financial Advisors first reported a position in IBTX in Q1 2019 and held it in 4 quarters. The position peaked at $54K in Q4 2019. 162 funds tracked by Wall St. Rank hold IBTX as of Q1 2020.

  • Valeo Financial Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 968 Independent Bank Group, Inc. shares in Q1 2020, an estimated $54K.
  • Valeo Financial Advisors first reported a position in Independent Bank Group, Inc. in Q1 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's Independent Bank Group, Inc. position peaked at $54K in Q4 2019.
  • 162 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2020.

Based on Valeo Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.