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Carmel Capital Partners’s Simmons First National SFNC Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-937
Closed -$15.9K – 589
2023
Q3 		$15.9K Buy
+937
New +$16.9K 0.01% 380

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

Carmel Capital Partners's SFNC Position: Q4 2023 in Review

Carmel Capital Partners sold out of Simmons First National (SFNC) in Q4 2023, closing a stake of 937 shares — an estimated $15.9K sold.

Carmel Capital Partners first reported a position in SFNC in Q3 2023 and held it in 1 quarter. The position peaked at $15.9K in Q3 2023. 227 funds tracked by Wall St. Rank hold SFNC as of Q4 2023.

  • Carmel Capital Partners reported no remaining Simmons First National position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 937 Simmons First National shares in Q4 2023, an estimated $15.9K.
  • Carmel Capital Partners first reported a position in Simmons First National in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Simmons First National position peaked at $15.9K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held Simmons First National as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.