Financial Gravity Asset Management’s Simmons First National SFNC Stock Holding History

Financial Gravity Asset Management’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
2023 Q1	–	Sell	-22	Closed	-$157	–	1580
2022 Q4	$157	Buy	+22	New	+$500	﹤0.01%	1031
2020 Q2	–	Sell	-18	Closed	-$332	–	736
2020 Q1	$332	Buy	18 +3	+20%	+$68	﹤0.01%	629
2019 Q4	$27K	Buy	+15	New	+$379	0.02%	912
2019 Q2	–	Sell	-16	Closed	-$389	–	1606
2019 Q1	$0	Buy	+16	New	+$410	﹤0.01%	1516
2018 Q3	$1K	Buy	26 +1	+4%	+$31	﹤0.01%	1237
2018 Q2	$1K	Sell	25 -1	-4%	-$31	﹤0.01%	1262
2018 Q1	$1K	Buy	+26	New	+$761	﹤0.01%	1243

Other funds holding SFNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Financial Gravity Asset Management's SFNC Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Simmons First National (SFNC) in Q1 2023, closing a stake of 22 shares — an estimated $157 sold.

Financial Gravity Asset Management first reported a position in SFNC in Q1 2018 and held it in 7 quarters. The position peaked at $27K in Q4 2019. 215 funds tracked by Wall St. Rank hold SFNC as of Q1 2023.

Financial Gravity Asset Management reported no remaining Simmons First National position as of Q1 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 22 Simmons First National shares in Q1 2023, an estimated $157.
Financial Gravity Asset Management first reported a position in Simmons First National in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Simmons First National position peaked at $27K in Q4 2019.
215 funds tracked by Wall St. Rank held Simmons First National as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.