Y-Intercept (HK)’s Independent Bank Group, Inc. IBTX Stock Holding History

Y-Intercept (HK)’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
2023 Q2	–	Sell	-6,702	Closed	-$311K	–	1850
2023 Q1	$311K	Buy	+6,702	New	+$381K	0.04%	756
2022 Q4	–	Sell	-5,258	Closed	-$323K	–	1463
2022 Q3	$323K	Buy	+5,258	New	+$363K	0.03%	678

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Y-Intercept (HK)'s IBTX Position: Q2 2023 in Review

Y-Intercept (HK) sold out of Independent Bank Group, Inc. (IBTX) in Q2 2023, closing a stake of 6,702 shares — an estimated $311K sold.

Y-Intercept (HK) first reported a position in IBTX in Q3 2022 and held it in 2 quarters. The position peaked at $323K in Q3 2022. 178 funds tracked by Wall St. Rank hold IBTX as of Q2 2023.

Y-Intercept (HK) reported no remaining Independent Bank Group, Inc. position as of Q2 2023 after selling out during the quarter.
Y-Intercept (HK) sold 6,702 Independent Bank Group, Inc. shares in Q2 2023, an estimated $311K.
Y-Intercept (HK) first reported a position in Independent Bank Group, Inc. in Q3 2022 and held it in 2 quarters.
Y-Intercept (HK)'s Independent Bank Group, Inc. position peaked at $323K in Q3 2022.
178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2023.

Based on Y-Intercept (HK)'s 13F filing for Q2 2023, filed 14 Aug 2023.