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Avior Wealth Management’s Simmons First National SFNC Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-24
Closed -$467 – 3477
2024
Q1 		$467 Buy
+24
New +$454 ﹤0.01% 2588

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
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Avior Wealth Management sold out of Simmons First National (SFNC) in Q2 2024, closing a stake of 24 shares — an estimated $467 sold.

Avior Wealth Management first reported a position in SFNC in Q1 2024 and held it in 1 quarter. The position peaked at $467 in Q1 2024. 232 funds tracked by Wall St. Rank hold SFNC as of Q2 2024.

  • Avior Wealth Management reported no remaining Simmons First National position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 24 Simmons First National shares in Q2 2024, an estimated $467.
  • Avior Wealth Management first reported a position in Simmons First National in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Simmons First National position peaked at $467 in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Simmons First National as of Q2 2024.

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