Capital Advisors Inc
IBTX icon

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

Capital Advisors Inc’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
2021
Q3 		– Sell
-3,110
Closed -$230K – 248
2021
Q2 		$230K Hold
3,110
– – 0.01% 220
2021
Q1 		$225K Buy
+3,110
New +$218K 0.01% 209

Other funds holding IBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Advisors Inc's IBTX Position: Q3 2021 in Review

Capital Advisors Inc sold out of Independent Bank Group, Inc. (IBTX) in Q3 2021, closing a stake of 3,110 shares — an estimated $230K sold.

Capital Advisors Inc first reported a position in IBTX in Q1 2021 and held it in 2 quarters. The position peaked at $230K in Q2 2021. 178 funds tracked by Wall St. Rank hold IBTX as of Q3 2021.

  • Capital Advisors Inc reported no remaining Independent Bank Group, Inc. position as of Q3 2021 after selling out during the quarter.
  • Capital Advisors Inc sold 3,110 Independent Bank Group, Inc. shares in Q3 2021, an estimated $230K.
  • Capital Advisors Inc first reported a position in Independent Bank Group, Inc. in Q1 2021 and held it in 2 quarters.
  • Capital Advisors Inc's Independent Bank Group, Inc. position peaked at $230K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2021.

Based on Capital Advisors Inc's 13F filing for Q3 2021, filed 25 Oct 2021.