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Carolinas Wealth Consulting’s Simmons First National SFNC Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-21
Closed -$371 – 1111
2023
Q1 		$371 Hold
21
– – ﹤0.01% 1029
2022
Q4 		$453 Buy
+21
New +$477 ﹤0.01% 1010

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's SFNC Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Simmons First National (SFNC) in Q2 2023, closing a stake of 21 shares — an estimated $371 sold.

Carolinas Wealth Consulting first reported a position in SFNC in Q4 2022 and held it in 2 quarters. The position peaked at $453 in Q4 2022. 205 funds tracked by Wall St. Rank hold SFNC as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Simmons First National position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 21 Simmons First National shares in Q2 2023, an estimated $371.
  • Carolinas Wealth Consulting first reported a position in Simmons First National in Q4 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Simmons First National position peaked at $453 in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Simmons First National as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.