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

Capstone Investment 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
2024 Q2	–	Sell	-9,667	Closed	-$441K	–	2573
2024 Q1	$441K	Buy	+9,667	New	+$451K	﹤0.01%	1634
2023 Q4	–	Sell	-9,088	Closed	-$359K	–	2491
2023 Q3	$359K	Buy	+9,088	New	+$371K	﹤0.01%	1503
2020 Q1	–	Sell	-78,582	Closed	-$4.36M	–	1463
2019 Q4	$4.36M	Buy	+78,582	New	+$4.36M	0.02%	604
2017 Q3	–	Sell	-5,000	Closed	-$297K	–	846
2017 Q2	$297K	Buy	+5,000	New	+$298K	0.01%	489
2017 Q1	–	Sell	-5,600	Closed	-$349K	–	1255
2016 Q4	$349K	Buy	+5,600	New	+$303K	0.01%	691

Other funds holding IBTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Capstone Investment Advisors's IBTX Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q2 2024, closing a stake of 9,667 shares — an estimated $441K sold.

Capstone Investment Advisors first reported a position in IBTX in Q4 2016 and held it in 5 quarters. The position peaked at $4.36M in Q4 2019. 194 funds tracked by Wall St. Rank hold IBTX as of Q2 2024.

Capstone Investment Advisors reported no remaining Independent Bank Group, Inc. position as of Q2 2024 after selling out during the quarter.
Capstone Investment Advisors sold 9,667 Independent Bank Group, Inc. shares in Q2 2024, an estimated $441K.
Capstone Investment Advisors first reported a position in Independent Bank Group, Inc. in Q4 2016 and held it in 5 quarters.
Capstone Investment Advisors's Independent Bank Group, Inc. position peaked at $4.36M in Q4 2019.
194 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.