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Harvest Group Wealth Management’s Simmons First National SFNC Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-21
Closed – – 592
2020
Q4 		$0 Hold
21
– – ﹤0.01% 835
2020
Q3 		$0 Buy
+21
New +$351 ﹤0.01% 798
2020
Q2 		– Sell
-8
Closed – – 802
2020
Q1 		$0 Sell
8
-35
-81% -$795 ﹤0.01% 938
2019
Q4 		$1K Buy
+43
New +$1.08K ﹤0.01% 854
2019
Q2 		– Sell
-144
Closed -$3.5K – 990
2019
Q1 		$4K Buy
+144
New +$3.69K ﹤0.01% 445

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harvest Group Wealth Management's SFNC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Simmons First National (SFNC) in Q1 2021, closing a stake of 21 shares.

Harvest Group Wealth Management first reported a position in SFNC in Q1 2019 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 210 funds tracked by Wall St. Rank hold SFNC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Simmons First National position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 21 Simmons First National shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Simmons First National in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Simmons First National position peaked at $4K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held Simmons First National as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.