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Beck Capital Management’s Simmons First National SFNC Stock Holding History

Beck Capital 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
Q1 		– Sell
-11,018
Closed -$219K – 110
2023
Q4 		$219K Buy
+11,018
New +$184K 0.08% 104
2023
Q3 		– Sell
-11,018
Closed -$190K – 114
2023
Q2 		$190K Hold
11,018
– – 0.08% 103
2023
Q1 		$193K Hold
11,018
– – 0.08% 109
2022
Q4 		$238K Hold
11,018
– – 0.1% 121
2022
Q3 		$240K Hold
11,018
– – 0.1% 122
2022
Q2 		$234K Buy
+11,018
New +$267K 0.11% 109

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

Beck Capital Management's SFNC Position: Q1 2024 in Review

Beck Capital Management sold out of Simmons First National (SFNC) in Q1 2024, closing a stake of 11,018 shares — an estimated $219K sold.

Beck Capital Management first reported a position in SFNC in Q2 2022 and held it in 6 quarters. The position peaked at $240K in Q3 2022. 233 funds tracked by Wall St. Rank hold SFNC as of Q1 2024.

  • Beck Capital Management reported no remaining Simmons First National position as of Q1 2024 after selling out during the quarter.
  • Beck Capital Management sold 11,018 Simmons First National shares in Q1 2024, an estimated $219K.
  • Beck Capital Management first reported a position in Simmons First National in Q2 2022 and held it in 6 quarters.
  • Beck Capital Management's Simmons First National position peaked at $240K in Q3 2022.
  • 233 funds tracked by Wall St. Rank held Simmons First National as of Q1 2024.

Based on Beck Capital Management's 13F filing for Q1 2024, filed 15 May 2024.