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Forvis Mazars Wealth Advisors’s Home BancShares HOMB Stock Holding History

Forvis Mazars Wealth Advisors’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
2015
Q3 		– Sell
-23,760
Closed -$434K – 190
2015
Q2 		$434K Hold
23,760
– – 0.07% 115
2015
Q1 		$403K Hold
23,760
– – 0.06% 124
2014
Q4 		$382K Hold
23,760
– – 0.06% 112
2014
Q3 		$349K Hold
23,760
– – 0.06% 104
2014
Q2 		$390K Sell
23,760
-22,924
-49% -$370K 0.07% 100
2014
Q1 		$803K Buy
46,684
+50
+0.1% +$841 0.14% 85
2013
Q4 		$871K Sell
46,634
-886
-2% -$15.3K 0.16% 82
2013
Q3 		$722K Hold
47,520
– – 0.15% 86
2013
Q2 		$617K Buy
+47,520
New +$490K 0.49% 56

Other funds holding HOMB

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return