CFM Wealth Partners’s Home BancShares HOMB Stock Holding History

CFM Wealth Partners’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
2021 Q3	–	Sell	-8,152	Closed	-$200K	–	186
2021 Q2	$200K	Hold	8,152	–	–	0.05%	170
2021 Q1	$221K	Buy	+8,152	New	+$196K	0.07%	157
2020 Q4	–	Sell	-11,214	Closed	-$170K	–	167
2020 Q3	$170K	Hold	11,214	–	–	0.06%	146
2020 Q2	$172K	Hold	11,214	–	–	0.07%	161
2020 Q1	$134K	Sell	11,214 -2,692	-19%	-$46.7K	0.06%	166
2019 Q4	$284K	Buy	+13,906	New	+$262K	0.1%	122

Other funds holding HOMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ESBC

E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return

CFM Wealth Partners's HOMB Position: Q3 2021 in Review

CFM Wealth Partners sold out of Home BancShares (HOMB) in Q3 2021, closing a stake of 8,152 shares — an estimated $200K sold.

CFM Wealth Partners first reported a position in HOMB in Q4 2019 and held it in 6 quarters. The position peaked at $284K in Q4 2019. 259 funds tracked by Wall St. Rank hold HOMB as of Q3 2021.

CFM Wealth Partners reported no remaining Home BancShares position as of Q3 2021 after selling out during the quarter.
CFM Wealth Partners sold 8,152 Home BancShares shares in Q3 2021, an estimated $200K.
CFM Wealth Partners first reported a position in Home BancShares in Q4 2019 and held it in 6 quarters.
CFM Wealth Partners's Home BancShares position peaked at $284K in Q4 2019.
259 funds tracked by Wall St. Rank held Home BancShares as of Q3 2021.

Based on CFM Wealth Partners's 13F filing for Q3 2021, filed 25 Oct 2021.