Aviance Capital Partners’s Home BancShares HOMB Stock Holding History

Aviance Capital Partners’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
2022 Q3	–	Sell	-27,228	Closed	-$566K	–	263
2022 Q2	$566K	Buy	27,228 +1,431	+6%	+$30.9K	0.13%	172
2022 Q1	$583K	Sell	25,797 -467	-2%	-$11K	0.11%	174
2021 Q4	$640K	Sell	26,264 -5,844	-18%	-$144K	0.11%	175
2021 Q3	$755K	Buy	32,108 +1,133	+4%	+$25.2K	0.13%	161
2021 Q2	$764K	Sell	30,975 -735	-2%	-$19.8K	0.13%	170
2021 Q1	$858K	Buy	31,710 +13,030	+70%	+$313K	0.17%	154
2020 Q4	$364K	Sell	18,680 -447	-2%	-$8.11K	0.07%	213
2020 Q3	$290K	Buy	19,127 +1,538	+9%	+$24.7K	0.07%	210
2020 Q2	$271K	Buy	+17,589	New	+$247K	0.07%	205

Other funds holding HOMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ESBC

E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Aviance Capital Partners's HOMB Position: Q3 2022 in Review

Aviance Capital Partners sold out of Home BancShares (HOMB) in Q3 2022, closing a stake of 27,228 shares — an estimated $566K sold.

Aviance Capital Partners first reported a position in HOMB in Q2 2020 and held it in 9 quarters. The position peaked at $858K in Q1 2021. 266 funds tracked by Wall St. Rank hold HOMB as of Q3 2022.

Aviance Capital Partners reported no remaining Home BancShares position as of Q3 2022 after selling out during the quarter.
Aviance Capital Partners sold 27,228 Home BancShares shares in Q3 2022, an estimated $566K.
Aviance Capital Partners first reported a position in Home BancShares in Q2 2020 and held it in 9 quarters.
Aviance Capital Partners's Home BancShares position peaked at $858K in Q1 2021.
266 funds tracked by Wall St. Rank held Home BancShares as of Q3 2022.

Based on Aviance Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.