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Avior Wealth Management’s Home BancShares HOMB Stock Holding History

Avior 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
2024
Q2 		– Sell
-436
Closed -$10.7K – 2910
2024
Q1 		$10.7K Buy
+436
New +$10.4K ﹤0.01% 1849
2023
Q3 		– Sell
-196
Closed -$4.47K – 1630
2023
Q2 		$4.47K Hold
196
– – ﹤0.01% 1198
2023
Q1 		$4.25K Buy
+196
New +$4.53K ﹤0.01% 1248

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avior Wealth Management's HOMB Position: Q2 2024 in Review

Avior Wealth Management sold out of Home BancShares (HOMB) in Q2 2024, closing a stake of 436 shares — an estimated $10.7K sold.

Avior Wealth Management first reported a position in HOMB in Q1 2023 and held it in 3 quarters. The position peaked at $10.7K in Q1 2024. 300 funds tracked by Wall St. Rank hold HOMB as of Q2 2024.

  • Avior Wealth Management reported no remaining Home BancShares position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 436 Home BancShares shares in Q2 2024, an estimated $10.7K.
  • Avior Wealth Management first reported a position in Home BancShares in Q1 2023 and held it in 3 quarters.
  • Avior Wealth Management's Home BancShares position peaked at $10.7K in Q1 2024.
  • 300 funds tracked by Wall St. Rank held Home BancShares as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.