Walthausen & Co’s Independent Bank Group, Inc. IBTX Stock Holding History

Walthausen & Co’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	$1.41M	Sell	22,950 -180	-0.8%	-$12.4K	1.18%	35
2022 Q2	$1.57M	Sell	23,130 -14,830	-39%	-$1.04M	0.7%	64
2022 Q1	$2.7M	Sell	37,960 -810	-2%	-$61.6K	0.76%	49
2021 Q4	$2.8M	Buy	38,770 +2,230	+6%	+$161K	0.73%	60
2021 Q3	$2.6M	Buy	36,540 +5,250	+17%	+$366K	0.66%	80
2021 Q2	$2.31M	Buy	+31,290	New	+$2.37M	0.51%	107

Other funds holding IBTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Walthausen & Co's IBTX Position: Q3 2022 in Review

Walthausen & Co reduced its Independent Bank Group, Inc. (IBTX) stake by 0.78% in Q3 2022, selling an estimated $12.4K and leaving 22,950 shares worth $1.41M. The position accounts for 1.18% of the portfolio, ranked #35.

Walthausen & Co first reported a position in IBTX in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.8M in Q4 2021. 199 funds tracked by Wall St. Rank hold IBTX as of Q3 2022.

Walthausen & Co held 22,950 shares of Independent Bank Group, Inc. worth $1.41M as of Q3 2022.
Walthausen & Co sold 180 Independent Bank Group, Inc. shares in Q3 2022, an estimated $12.4K.
Independent Bank Group, Inc. made up 1.18% of Walthausen & Co's portfolio in Q3 2022, its #35 holding.
Walthausen & Co first reported a position in Independent Bank Group, Inc. in Q2 2021 and has held it in 6 quarters since.
Walthausen & Co's Independent Bank Group, Inc. position peaked at $2.8M in Q4 2021.
199 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.