WCM Investment Management
IBTX

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

WCM 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
2022
Q4 		– Sell
-28,658
Closed -$1.78M – 222
2022
Q3 		$1.78M Buy
28,658
+468
+2% +$32.3K 0.01% 161
2022
Q2 		$1.9M Hold
28,190
– – 0.01% 169
2022
Q1 		$2.01M Buy
+28,190
New +$2.14M 0.01% 167

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WCM Investment Management's IBTX Position: Q4 2022 in Review

WCM Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2022, closing a stake of 28,658 shares — an estimated $1.78M sold.

WCM Investment Management first reported a position in IBTX in Q1 2022 and held it in 3 quarters. The position peaked at $2.01M in Q1 2022. 182 funds tracked by Wall St. Rank hold IBTX as of Q4 2022.

  • WCM Investment Management reported no remaining Independent Bank Group, Inc. position as of Q4 2022 after selling out during the quarter.
  • WCM Investment Management sold 28,658 Independent Bank Group, Inc. shares in Q4 2022, an estimated $1.78M.
  • WCM Investment Management first reported a position in Independent Bank Group, Inc. in Q1 2022 and held it in 3 quarters.
  • WCM Investment Management's Independent Bank Group, Inc. position peaked at $2.01M in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2022.

Based on WCM Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.