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Duality Advisers’s Simmons First National SFNC Stock Holding History

Duality Advisers’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
2022
Q3 		– Sell
-18,851
Closed -$401K – 711
2022
Q2 		$401K Buy
+18,851
New +$458K 0.04% 496
2022
Q1 		– Sell
-34,968
Closed -$1.03M – 809
2021
Q4 		$1.03M Buy
+34,968
New +$1.06M 0.11% 287

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Duality Advisers's SFNC Position: Q3 2022 in Review

Duality Advisers sold out of Simmons First National (SFNC) in Q3 2022, closing a stake of 18,851 shares — an estimated $401K sold.

Duality Advisers first reported a position in SFNC in Q4 2021 and held it in 2 quarters. The position peaked at $1.03M in Q4 2021. 244 funds tracked by Wall St. Rank hold SFNC as of Q3 2022.

  • Duality Advisers reported no remaining Simmons First National position as of Q3 2022 after selling out during the quarter.
  • Duality Advisers sold 18,851 Simmons First National shares in Q3 2022, an estimated $401K.
  • Duality Advisers first reported a position in Simmons First National in Q4 2021 and held it in 2 quarters.
  • Duality Advisers's Simmons First National position peaked at $1.03M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Simmons First National as of Q3 2022.

Based on Duality Advisers's 13F filing for Q3 2022, filed 3 Nov 2022.