Voloridge Investment Management
IBTX

Voloridge Investment Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Voloridge Investment 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
Q4 		– Sell
-63,353
Closed -$3.65M – 1426
2024
Q3 		$3.65M Sell
63,353
-87,322
-58% -$4.77M 0.01% 844
2024
Q2 		$6.86M Buy
150,675
+30,485
+25% +$1.3M 0.03% 669
2024
Q1 		$5.49M Buy
120,190
+77,725
+183% +$3.63M 0.02% 644
2023
Q4 		$2.16M Sell
42,465
-33,147
-44% -$1.34M 0.01% 813
2023
Q3 		$2.99M Sell
75,612
-6,998
-8% -$286K 0.01% 812
2023
Q2 		$2.85M Buy
82,610
+41,631
+102% +$1.55M 0.01% 875
2023
Q1 		$1.9M Buy
+40,979
New +$2.33M 0.01% 989
2022
Q3 		– Sell
-15,394
Closed -$1.04M – 1697
2022
Q2 		$1.04M Buy
15,394
+5,946
+63% +$415K 0.01% 1177
2022
Q1 		$672K Sell
9,448
-25,856
-73% -$1.97M ﹤0.01% 1193
2021
Q4 		$2.55M Buy
35,304
+14,399
+69% +$1.04M 0.01% 973
2021
Q3 		$1.49M Buy
+20,905
New +$1.46M 0.01% 1153
2021
Q2 		– Sell
-6,112
Closed -$442K – 1882
2021
Q1 		$442K Buy
+6,112
New +$429K ﹤0.01% 1204
2020
Q2 		– Sell
-32,379
Closed -$767K – 1624
2020
Q1 		$767K Buy
+32,379
New +$1.49M 0.02% 586

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Voloridge Investment Management's IBTX Position: Q4 2024 in Review

Voloridge Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 63,353 shares — an estimated $3.65M sold.

Voloridge Investment Management first reported a position in IBTX in Q1 2020 and held it in 13 quarters. The position peaked at $6.86M in Q2 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Voloridge Investment Management reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Voloridge Investment Management sold 63,353 Independent Bank Group, Inc. shares in Q4 2024, an estimated $3.65M.
  • Voloridge Investment Management first reported a position in Independent Bank Group, Inc. in Q1 2020 and held it in 13 quarters.
  • Voloridge Investment Management's Independent Bank Group, Inc. position peaked at $6.86M in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Voloridge Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.