WCM
IBTX

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

Weld 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
2020
Q3 		– Sell
-5,103
Closed -$207K – 723
2020
Q2 		$207K Buy
+5,103
New +$165K 0.08% 380
2019
Q4 		– Sell
-5,218
Closed -$275K – 1078
2019
Q3 		$275K Buy
+5,218
New +$276K 0.05% 599

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Weld Capital Management's IBTX Position: Q3 2020 in Review

Weld Capital Management sold out of Independent Bank Group, Inc. (IBTX) in Q3 2020, closing a stake of 5,103 shares — an estimated $207K sold.

Weld Capital Management first reported a position in IBTX in Q3 2019 and held it in 2 quarters. The position peaked at $275K in Q3 2019. 155 funds tracked by Wall St. Rank hold IBTX as of Q3 2020.

  • Weld Capital Management reported no remaining Independent Bank Group, Inc. position as of Q3 2020 after selling out during the quarter.
  • Weld Capital Management sold 5,103 Independent Bank Group, Inc. shares in Q3 2020, an estimated $207K.
  • Weld Capital Management first reported a position in Independent Bank Group, Inc. in Q3 2019 and held it in 2 quarters.
  • Weld Capital Management's Independent Bank Group, Inc. position peaked at $275K in Q3 2019.
  • 155 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2020.

Based on Weld Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.