Independent Advisor Alliance’s Home BancShares HOMB Stock Holding History

Independent Advisor Alliance’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
2023 Q1	–	Sell	-20,489	Closed	-$467	–	681
2022 Q4	$467	Hold	20,489	–	–	﹤0.01%	349
2022 Q3	$461K	Hold	20,489	–	–	0.03%	391
2022 Q2	$426K	Hold	20,489	–	–	0.02%	413
2022 Q1	$463K	Hold	20,489	–	–	0.02%	412
2021 Q4	$499K	Hold	20,489	–	–	0.02%	401
2021 Q3	$482K	Hold	20,489	–	–	0.03%	393
2021 Q2	$506K	Hold	20,489	–	–	0.03%	390
2021 Q1	$554K	Sell	20,489 -855	-4%	-$20.5K	0.03%	346
2020 Q4	$416K	Hold	21,344	–	–	0.03%	376
2020 Q3	$324K	Hold	21,344	–	–	0.02%	373
2020 Q2	$328K	Hold	21,344	–	–	0.04%	349
2020 Q1	$256K	Hold	21,344	–	–	0.04%	310
2019 Q4	$420K	Hold	21,344	–	–	0.02%	573
2019 Q3	$401K	Hold	21,344	–	–	0.05%	281
2019 Q2	$411K	Hold	21,344	–	–	0.06%	244
2019 Q1	$375K	Hold	21,344	–	–	0.05%	270
2018 Q4	$349K	Buy	+21,344	New	+$405K	0.06%	261

Other funds holding HOMB

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Independent Advisor Alliance's HOMB Position: Q1 2023 in Review

Independent Advisor Alliance sold out of Home BancShares (HOMB) in Q1 2023, closing a stake of 20,489 shares — an estimated $467 sold.

Independent Advisor Alliance first reported a position in HOMB in Q4 2018 and held it in 17 quarters. The position peaked at $554K in Q1 2021. 267 funds tracked by Wall St. Rank hold HOMB as of Q1 2023.

Independent Advisor Alliance reported no remaining Home BancShares position as of Q1 2023 after selling out during the quarter.
Independent Advisor Alliance sold 20,489 Home BancShares shares in Q1 2023, an estimated $467.
Independent Advisor Alliance first reported a position in Home BancShares in Q4 2018 and held it in 17 quarters.
Independent Advisor Alliance's Home BancShares position peaked at $554K in Q1 2021.
267 funds tracked by Wall St. Rank held Home BancShares as of Q1 2023.

Based on Independent Advisor Alliance's 13F filing for Q1 2023, filed 12 May 2023.