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Capital Performance Advisors’s Home BancShares HOMB Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-43
Closed -$1.17K – 1260
2024
Q3 		$1.17K Buy
+43
New +$1.14K ﹤0.01% 1831

Other funds holding HOMB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's HOMB Position: Q4 2024 in Review

Capital Performance Advisors sold out of Home BancShares (HOMB) in Q4 2024, closing a stake of 43 shares — an estimated $1.17K sold.

Capital Performance Advisors first reported a position in HOMB in Q3 2024 and held it in 1 quarter. The position peaked at $1.17K in Q3 2024. 328 funds tracked by Wall St. Rank hold HOMB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Home BancShares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 43 Home BancShares shares in Q4 2024, an estimated $1.17K.
  • Capital Performance Advisors first reported a position in Home BancShares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Home BancShares position peaked at $1.17K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Home BancShares as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.