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Capital Performance Advisors’s Simmons First National SFNC Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-1
Closed -$22 – 2238
2024
Q3 		$22 Buy
+1
New +$20 ﹤0.01% 2849

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Capital Performance Advisors sold out of Simmons First National (SFNC) in Q4 2024, closing a stake of 1 share — an estimated $22 sold.

Capital Performance Advisors first reported a position in SFNC in Q3 2024 and held it in 1 quarter. The position peaked at $22 in Q3 2024. 266 funds tracked by Wall St. Rank hold SFNC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Simmons First National position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 Simmons First National share in Q4 2024, an estimated $22.
  • Capital Performance Advisors first reported a position in Simmons First National in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Simmons First National position peaked at $22 in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Simmons First National as of Q4 2024.

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