WMSA
IBTX

Weiss Multi-Strategy Advisers’s Independent Bank Group, Inc. IBTX Stock Holding History

Weiss Multi-Strategy Advisers’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
Q1 		– Sell
-43,152
Closed -$2.2M – 523
2023
Q4 		$2.2M Sell
43,152
-51,848
-55% -$2.1M 0.05% 359
2023
Q3 		$3.76M Buy
+95,000
New +$3.88M 0.09% 284

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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Weiss Multi-Strategy Advisers's IBTX Position: Q1 2024 in Review

Weiss Multi-Strategy Advisers sold out of Independent Bank Group, Inc. (IBTX) in Q1 2024, closing a stake of 43,152 shares — an estimated $2.2M sold.

Weiss Multi-Strategy Advisers first reported a position in IBTX in Q3 2023 and held it in 2 quarters. The position peaked at $3.76M in Q3 2023. 212 funds tracked by Wall St. Rank hold IBTX as of Q1 2024.

  • Weiss Multi-Strategy Advisers reported no remaining Independent Bank Group, Inc. position as of Q1 2024 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 43,152 Independent Bank Group, Inc. shares in Q1 2024, an estimated $2.2M.
  • Weiss Multi-Strategy Advisers first reported a position in Independent Bank Group, Inc. in Q3 2023 and held it in 2 quarters.
  • Weiss Multi-Strategy Advisers's Independent Bank Group, Inc. position peaked at $3.76M in Q3 2023.
  • 212 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2024.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2024.