CFFP
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Center for Financial Planning’s Home BancShares HOMB Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-123
Closed -$3K – 596
2022
Q3 		$3K Buy
+123
New +$2.85K ﹤0.01% 479

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ESBC
E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return

Center for Financial Planning's HOMB Position: Q4 2022 in Review

Center for Financial Planning sold out of Home BancShares (HOMB) in Q4 2022, closing a stake of 123 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in HOMB in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 278 funds tracked by Wall St. Rank hold HOMB as of Q4 2022.

  • Center for Financial Planning reported no remaining Home BancShares position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 123 Home BancShares shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Home BancShares in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Home BancShares position peaked at $3K in Q3 2022.
  • 278 funds tracked by Wall St. Rank held Home BancShares as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.