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HB Wealth Management’s Simmons First National SFNC Stock Holding History

HB 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
2022
Q2 		– Sell
-9,950
Closed -$261K – 617
2022
Q1 		$261K Hold
9,950
– – ﹤0.01% 490
2021
Q4 		$294K Buy
+9,950
New +$302K 0.01% 396

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HB Wealth Management's SFNC Position: Q2 2022 in Review

HB Wealth Management sold out of Simmons First National (SFNC) in Q2 2022, closing a stake of 9,950 shares — an estimated $261K sold.

HB Wealth Management first reported a position in SFNC in Q4 2021 and held it in 2 quarters. The position peaked at $294K in Q4 2021. 241 funds tracked by Wall St. Rank hold SFNC as of Q2 2022.

  • HB Wealth Management reported no remaining Simmons First National position as of Q2 2022 after selling out during the quarter.
  • HB Wealth Management sold 9,950 Simmons First National shares in Q2 2022, an estimated $261K.
  • HB Wealth Management first reported a position in Simmons First National in Q4 2021 and held it in 2 quarters.
  • HB Wealth Management's Simmons First National position peaked at $294K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Simmons First National as of Q2 2022.

Based on HB Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.