CWP
SFNC icon

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

Concord 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
2021
Q3 		– Sell
-34
Closed -$1K – 1014
2021
Q2 		$1K Hold
34
– – ﹤0.01% 1007
2021
Q1 		$1K Buy
+34
New +$956 ﹤0.01% 955

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Concord Wealth Partners's SFNC Position: Q3 2021 in Review

Concord Wealth Partners sold out of Simmons First National (SFNC) in Q3 2021, closing a stake of 34 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in SFNC in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 203 funds tracked by Wall St. Rank hold SFNC as of Q3 2021.

  • Concord Wealth Partners reported no remaining Simmons First National position as of Q3 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 34 Simmons First National shares in Q3 2021, an estimated $1K.
  • Concord Wealth Partners first reported a position in Simmons First National in Q1 2021 and held it in 2 quarters.
  • Concord Wealth Partners's Simmons First National position peaked at $1K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held Simmons First National as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.