AWM
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Accurate Wealth Management’s Home BancShares HOMB Stock Holding History

Accurate Wealth Management’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-60
Closed -$1.36K – 758
2022
Q4 		$1.36K Buy
+60
New +$1.46K ﹤0.01% 1300

Other funds holding HOMB

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Accurate Wealth Management's HOMB Position: Q1 2023 in Review

Accurate Wealth Management sold out of Home BancShares (HOMB) in Q1 2023, closing a stake of 60 shares — an estimated $1.36K sold.

Accurate Wealth Management first reported a position in HOMB in Q4 2022 and held it in 1 quarter. The position peaked at $1.36K in Q4 2022. 267 funds tracked by Wall St. Rank hold HOMB as of Q1 2023.

  • Accurate Wealth Management reported no remaining Home BancShares position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 60 Home BancShares shares in Q1 2023, an estimated $1.36K.
  • Accurate Wealth Management first reported a position in Home BancShares in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Home BancShares position peaked at $1.36K in Q4 2022.
  • 267 funds tracked by Wall St. Rank held Home BancShares as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.