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Arista Wealth Management’s Home BancShares HOMB Stock Holding History

Arista 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
Q3 		– Sell
-32,747
Closed -$747K – 55
2023
Q2 		$747K Hold
32,747
– – 0.31% 27
2023
Q1 		$711K Hold
32,747
– – 0.39% 29
2022
Q4 		$746K Buy
+32,747
New +$794K 0.47% 27

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arista Wealth Management's HOMB Position: Q3 2023 in Review

Arista Wealth Management sold out of Home BancShares (HOMB) in Q3 2023, closing a stake of 32,747 shares — an estimated $747K sold.

Arista Wealth Management first reported a position in HOMB in Q4 2022 and held it in 3 quarters. The position peaked at $747K in Q2 2023. 270 funds tracked by Wall St. Rank hold HOMB as of Q3 2023.

  • Arista Wealth Management reported no remaining Home BancShares position as of Q3 2023 after selling out during the quarter.
  • Arista Wealth Management sold 32,747 Home BancShares shares in Q3 2023, an estimated $747K.
  • Arista Wealth Management first reported a position in Home BancShares in Q4 2022 and held it in 3 quarters.
  • Arista Wealth Management's Home BancShares position peaked at $747K in Q2 2023.
  • 270 funds tracked by Wall St. Rank held Home BancShares as of Q3 2023.

Based on Arista Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.