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Edgestream Partners’s Simmons First National SFNC Stock Holding History

Edgestream 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
2024
Q3 		– Sell
-55,032
Closed -$967K – 1052
2024
Q2 		$967K Buy
+55,032
New +$972K 0.05% 532

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Edgestream Partners's SFNC Position: Q3 2024 in Review

Edgestream Partners sold out of Simmons First National (SFNC) in Q3 2024, closing a stake of 55,032 shares — an estimated $967K sold.

Edgestream Partners first reported a position in SFNC in Q2 2024 and held it in 1 quarter. The position peaked at $967K in Q2 2024. 246 funds tracked by Wall St. Rank hold SFNC as of Q3 2024.

  • Edgestream Partners reported no remaining Simmons First National position as of Q3 2024 after selling out during the quarter.
  • Edgestream Partners sold 55,032 Simmons First National shares in Q3 2024, an estimated $967K.
  • Edgestream Partners first reported a position in Simmons First National in Q2 2024 and held it in 1 quarter.
  • Edgestream Partners's Simmons First National position peaked at $967K in Q2 2024.
  • 246 funds tracked by Wall St. Rank held Simmons First National as of Q3 2024.

Based on Edgestream Partners's 13F filing for Q3 2024, filed 14 Nov 2024.