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CSat Investment Advisory’s Home BancShares HOMB Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-519
Closed -$8K – 718
2020
Q3 		$8K Buy
519
+73
+16% +$1.17K ﹤0.01% 1063
2020
Q2 		$7K Sell
446
-196
-31% -$2.75K ﹤0.01% 1084
2020
Q1 		$8K Buy
642
+129
+25% +$2.24K ﹤0.01% 958
2019
Q4 		$10K Buy
513
+64
+14% +$1.21K ﹤0.01% 985
2019
Q3 		$8K Buy
449
+64
+17% +$1.2K ﹤0.01% 982
2019
Q2 		$7K Buy
+385
New +$7.17K ﹤0.01% 995

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's HOMB Position: Q4 2020 in Review

CSat Investment Advisory sold out of Home BancShares (HOMB) in Q4 2020, closing a stake of 519 shares — an estimated $8K sold.

CSat Investment Advisory first reported a position in HOMB in Q2 2019 and held it in 6 quarters. The position peaked at $10K in Q4 2019. 249 funds tracked by Wall St. Rank hold HOMB as of Q4 2020.

  • CSat Investment Advisory reported no remaining Home BancShares position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 519 Home BancShares shares in Q4 2020, an estimated $8K.
  • CSat Investment Advisory first reported a position in Home BancShares in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Home BancShares position peaked at $10K in Q4 2019.
  • 249 funds tracked by Wall St. Rank held Home BancShares as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.