AWE
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Avidian Wealth Enterprises’s Simmons First National SFNC Stock Holding History

Avidian Wealth Enterprises’s Portfolio SFNC Stock Details SFNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-46,129
Closed -$994K – 535
2024
Q3 		$994K Hold
46,129
– – 0.05% 193
2024
Q2 		$811K Buy
+46,129
New +$815K 0.03% 211

Other funds holding SFNC

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Avidian Wealth Enterprises's SFNC Position: Q4 2024 in Review

Avidian Wealth Enterprises sold out of Simmons First National (SFNC) in Q4 2024, closing a stake of 46,129 shares — an estimated $994K sold.

Avidian Wealth Enterprises first reported a position in SFNC in Q2 2024 and held it in 2 quarters. The position peaked at $994K in Q3 2024. 266 funds tracked by Wall St. Rank hold SFNC as of Q4 2024.

  • Avidian Wealth Enterprises reported no remaining Simmons First National position as of Q4 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 46,129 Simmons First National shares in Q4 2024, an estimated $994K.
  • Avidian Wealth Enterprises first reported a position in Simmons First National in Q2 2024 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Simmons First National position peaked at $994K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Simmons First National as of Q4 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.