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CFM Wealth Partners’s Simmons First National SFNC Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-1,200
Closed -$20K – 407
2020
Q2 		$20K Hold
1,200
– – 0.01% 360
2020
Q1 		$22K Hold
1,200
– – 0.01% 362
2019
Q4 		$31K Buy
+1,200
New +$30.3K 0.01% 322

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
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CFM Wealth Partners's SFNC Position: Q3 2020 in Review

CFM Wealth Partners sold out of Simmons First National (SFNC) in Q3 2020, closing a stake of 1,200 shares — an estimated $20K sold.

CFM Wealth Partners first reported a position in SFNC in Q4 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 193 funds tracked by Wall St. Rank hold SFNC as of Q3 2020.

  • CFM Wealth Partners reported no remaining Simmons First National position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,200 Simmons First National shares in Q3 2020, an estimated $20K.
  • CFM Wealth Partners first reported a position in Simmons First National in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Simmons First National position peaked at $31K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Simmons First National as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.