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Castleview Partners’s Simmons First National SFNC Stock Holding History

Castleview 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
2022
Q1 		– Sell
-9,850
Closed -$333 – 974
2021
Q4 		$333 Buy
+9,850
New +$299K ﹤0.01% 590

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Castleview Partners's SFNC Position: Q1 2022 in Review

Castleview Partners sold out of Simmons First National (SFNC) in Q1 2022, closing a stake of 9,850 shares — an estimated $333 sold.

Castleview Partners first reported a position in SFNC in Q4 2021 and held it in 1 quarter. The position peaked at $333 in Q4 2021. 219 funds tracked by Wall St. Rank hold SFNC as of Q1 2022.

  • Castleview Partners reported no remaining Simmons First National position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 9,850 Simmons First National shares in Q1 2022, an estimated $333.
  • Castleview Partners first reported a position in Simmons First National in Q4 2021 and held it in 1 quarter.
  • Castleview Partners's Simmons First National position peaked at $333 in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Simmons First National as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.