WCM
IBTX

Wedge Capital Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Wedge Capital 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
2021
Q2 		– Sell
-119,247
Closed -$8.61M – 556
2021
Q1 		$8.61M Sell
119,247
-24,584
-17% -$1.72M 0.1% 249
2020
Q4 		$8.99M Sell
143,831
-21,091
-13% -$1.17M 0.1% 231
2020
Q3 		$7.29M Buy
164,922
+1,015
+0.6% +$44.9K 0.1% 220
2020
Q2 		$6.64M Buy
163,907
+6,892
+4% +$223K 0.09% 222
2020
Q1 		$3.72M Buy
157,015
+5,332
+4% +$245K 0.06% 257
2019
Q4 		$8.41M Buy
151,683
+72,018
+90% +$4M 0.09% 236
2019
Q3 		$4.19M Sell
79,665
-831
-1% -$43.9K 0.05% 261
2019
Q2 		$4.42M Sell
80,496
-2,326
-3% -$126K 0.05% 265
2019
Q1 		$4.25M Buy
+82,822
New +$4.46M 0.05% 270

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wedge Capital Management's IBTX Position: Q2 2021 in Review

Wedge Capital Management sold out of Independent Bank Group, Inc. (IBTX) in Q2 2021, closing a stake of 119,247 shares — an estimated $8.61M sold.

Wedge Capital Management first reported a position in IBTX in Q1 2019 and held it in 9 quarters. The position peaked at $8.99M in Q4 2020. 177 funds tracked by Wall St. Rank hold IBTX as of Q2 2021.

  • Wedge Capital Management reported no remaining Independent Bank Group, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wedge Capital Management sold 119,247 Independent Bank Group, Inc. shares in Q2 2021, an estimated $8.61M.
  • Wedge Capital Management first reported a position in Independent Bank Group, Inc. in Q1 2019 and held it in 9 quarters.
  • Wedge Capital Management's Independent Bank Group, Inc. position peaked at $8.99M in Q4 2020.
  • 177 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2021.

Based on Wedge Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.