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Crewe Advisors’s Home BancShares HOMB Stock Holding History

Crewe Advisors’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
2023
Q2 		– Sell
-888
Closed -$19.3K – 937
2023
Q1 		$19.3K Hold
888
– – ﹤0.01% 442
2022
Q4 		$20.2K Hold
888
– – ﹤0.01% 423
2022
Q3 		$20K Hold
888
– – ﹤0.01% 460
2022
Q2 		$18K Buy
+888
New +$19.2K ﹤0.01% 447

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crewe Advisors's HOMB Position: Q2 2023 in Review

Crewe Advisors sold out of Home BancShares (HOMB) in Q2 2023, closing a stake of 888 shares — an estimated $19.3K sold.

Crewe Advisors first reported a position in HOMB in Q2 2022 and held it in 4 quarters. The position peaked at $20.2K in Q4 2022. 257 funds tracked by Wall St. Rank hold HOMB as of Q2 2023.

  • Crewe Advisors reported no remaining Home BancShares position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 888 Home BancShares shares in Q2 2023, an estimated $19.3K.
  • Crewe Advisors first reported a position in Home BancShares in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Home BancShares position peaked at $20.2K in Q4 2022.
  • 257 funds tracked by Wall St. Rank held Home BancShares as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.