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Buckingham Strategic Wealth’s Simmons First National SFNC Stock Holding History

Buckingham Strategic Wealth’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
2020
Q1 		– Sell
-16,836
Closed -$451K – 508
2019
Q4 		$451K Hold
16,836
– – 0.04% 263
2019
Q3 		$419K Hold
16,836
– – 0.05% 266
2019
Q2 		$392K Hold
16,836
– – 0.04% 283
2019
Q1 		$412K Hold
16,836
– – 0.05% 259
2018
Q4 		$406K Hold
16,836
– – 0.06% 218
2018
Q3 		$496K Hold
16,836
– – 0.08% 191
2018
Q2 		$503K Hold
16,836
– – 0.08% 175
2018
Q1 		$479K Buy
+16,836
New +$493K 0.09% 173

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Buckingham Strategic Wealth's SFNC Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of Simmons First National (SFNC) in Q1 2020, closing a stake of 16,836 shares — an estimated $451K sold.

Buckingham Strategic Wealth first reported a position in SFNC in Q1 2018 and held it in 8 quarters. The position peaked at $503K in Q2 2018. 185 funds tracked by Wall St. Rank hold SFNC as of Q1 2020.

  • Buckingham Strategic Wealth reported no remaining Simmons First National position as of Q1 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 16,836 Simmons First National shares in Q1 2020, an estimated $451K.
  • Buckingham Strategic Wealth first reported a position in Simmons First National in Q1 2018 and held it in 8 quarters.
  • Buckingham Strategic Wealth's Simmons First National position peaked at $503K in Q2 2018.
  • 185 funds tracked by Wall St. Rank held Simmons First National as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.