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Annis Gardner Whiting Capital Advisors’s Home BancShares HOMB Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2024
Q1 		– Sell
-204
Closed -$5.17K – 953
2023
Q4 		$5.17K Buy
+204
New +$4.55K ﹤0.01% 544

Other funds holding HOMB

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's HOMB Position: Q1 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Home BancShares (HOMB) in Q1 2024, closing a stake of 204 shares — an estimated $5.17K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HOMB in Q4 2023 and held it in 1 quarter. The position peaked at $5.17K in Q4 2023. 286 funds tracked by Wall St. Rank hold HOMB as of Q1 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining Home BancShares position as of Q1 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 204 Home BancShares shares in Q1 2024, an estimated $5.17K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Home BancShares in Q4 2023 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Home BancShares position peaked at $5.17K in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Home BancShares as of Q1 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.