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

Capital A Wealth 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
2025 Q1	–	Sell	-1	Closed	-$61	–	925
2024 Q4	$61	Buy	+1	New	+$62	﹤0.01%	813

Other funds holding IBTX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital A Wealth Management's IBTX Position: Q1 2025 in Review

Capital A Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 1 share — an estimated $61 sold.

Capital A Wealth Management first reported a position in IBTX in Q4 2024 and held it in 1 quarter. The position peaked at $61 in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Capital A Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Capital A Wealth Management sold 1 Independent Bank Group, Inc. share in Q1 2025, an estimated $61.
Capital A Wealth Management first reported a position in Independent Bank Group, Inc. in Q4 2024 and held it in 1 quarter.
Capital A Wealth Management's Independent Bank Group, Inc. position peaked at $61 in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.