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Glassman Wealth Services’s Simmons First National SFNC Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-44
Closed -$873 – 1529
2023
Q4 		$873 Hold
44
– – ﹤0.01% 1583
2023
Q3 		$746 Hold
44
– – ﹤0.01% 1642
2023
Q2 		$759 Buy
44
+5
+13% +$84 ﹤0.01% 1528
2023
Q1 		$682 Hold
39
– – ﹤0.01% 1553
2022
Q4 		$842 Buy
39
+18
+86% +$409 ﹤0.01% 1475
2022
Q3 		$0 Hold
21
– – ﹤0.01% 1941
2022
Q2 		$0 Buy
+21
New +$510 ﹤0.01% 1959
2020
Q2 		– Sell
-3
Closed – – 1500
2020
Q1 		$0 Buy
+3
New +$68 ﹤0.01% 1513
2019
Q3 		– Sell
-2
Closed – – 1342
2019
Q2 		$0 Buy
+2
New +$49 ﹤0.01% 1337

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

Glassman Wealth Services's SFNC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Simmons First National (SFNC) in Q1 2024, closing a stake of 44 shares — an estimated $873 sold.

Glassman Wealth Services first reported a position in SFNC in Q2 2019 and held it in 9 quarters. The position peaked at $873 in Q4 2023. 233 funds tracked by Wall St. Rank hold SFNC as of Q1 2024.

  • Glassman Wealth Services reported no remaining Simmons First National position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 44 Simmons First National shares in Q1 2024, an estimated $873.
  • Glassman Wealth Services first reported a position in Simmons First National in Q2 2019 and held it in 9 quarters.
  • Glassman Wealth Services's Simmons First National position peaked at $873 in Q4 2023.
  • 233 funds tracked by Wall St. Rank held Simmons First National as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.