Financial Synergies Wealth Advisors’s Simmons First National SFNC Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-8,353	Closed	-$163K	–	394
2024 Q1	$163K	Sell	8,353 -41,770	-83%	-$791K	0.02%	81
2023 Q4	$1.08M	Buy	50,123 +33,416	+200%	+$559K	0.17%	39
2023 Q3	$283K	Sell	16,707 -8,354	-33%	-$151K	0.04%	61
2023 Q2	$432K	Sell	25,061 -16,708	-40%	-$281K	0.06%	54
2023 Q1	$731K	Sell	41,769 -8,354	-17%	-$177K	0.11%	45
2022 Q4	$1.08M	Hold	50,123	–	–	0.17%	39
2022 Q3	$1.09M	Buy	+50,123	New	+$1.16M	0.19%	37

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

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

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

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

Financial Synergies Wealth Advisors's SFNC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Simmons First National (SFNC) in Q2 2024, closing a stake of 8,353 shares — an estimated $163K sold.

Financial Synergies Wealth Advisors first reported a position in SFNC in Q3 2022 and held it in 7 quarters. The position peaked at $1.09M in Q3 2022. 232 funds tracked by Wall St. Rank hold SFNC as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Simmons First National position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 8,353 Simmons First National shares in Q2 2024, an estimated $163K.
Financial Synergies Wealth Advisors first reported a position in Simmons First National in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Simmons First National position peaked at $1.09M in Q3 2022.
232 funds tracked by Wall St. Rank held Simmons First National as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.