V
IBTX

Veritable’s Independent Bank Group, Inc. IBTX Stock Holding History

Veritable’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
2022
Q3 		– Sell
-3,040
Closed -$206K – 942
2022
Q2 		$206K Buy
3,040
+15
+0.5% +$1.05K ﹤0.01% 813
2022
Q1 		$215K Hold
3,025
– – ﹤0.01% 839
2021
Q4 		$218K Hold
3,025
– – ﹤0.01% 855
2021
Q3 		$215K Hold
3,025
– – ﹤0.01% 820
2021
Q2 		$224K Hold
3,025
– – ﹤0.01% 802
2021
Q1 		$219K Buy
+3,025
New +$212K ﹤0.01% 767

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Veritable's IBTX Position: Q3 2022 in Review

Veritable sold out of Independent Bank Group, Inc. (IBTX) in Q3 2022, closing a stake of 3,040 shares — an estimated $206K sold.

Veritable first reported a position in IBTX in Q1 2021 and held it in 6 quarters. The position peaked at $224K in Q2 2021. 200 funds tracked by Wall St. Rank hold IBTX as of Q3 2022.

  • Veritable reported no remaining Independent Bank Group, Inc. position as of Q3 2022 after selling out during the quarter.
  • Veritable sold 3,040 Independent Bank Group, Inc. shares in Q3 2022, an estimated $206K.
  • Veritable first reported a position in Independent Bank Group, Inc. in Q1 2021 and held it in 6 quarters.
  • Veritable's Independent Bank Group, Inc. position peaked at $224K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.