Capstone Investment Advisors
IBTX

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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.