Wipfli Financial Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Wipfli Financial Advisors’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	$37K	Buy	+604	New	+$41.7K	﹤0.01%	1270

Other funds holding IBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's IBTX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Independent Bank Group, Inc. (IBTX) in Q3 2022: 604 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings.

200 funds tracked by Wall St. Rank hold IBTX as of Q3 2022.

Wipfli Financial Advisors held 604 shares of Independent Bank Group, Inc. worth $37K as of Q3 2022.
Independent Bank Group, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
Independent Bank Group, Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1270 holding.
200 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.