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Innealta Capital’s Simmons First National SFNC Stock Holding History

Innealta Capital’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
Q3 		– Sell
-64
Closed -$1.13K – 1413
2024
Q2 		$1.13K Buy
+64
New +$1.13K ﹤0.01% 1279

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Innealta Capital's SFNC Position: Q3 2024 in Review

Innealta Capital sold out of Simmons First National (SFNC) in Q3 2024, closing a stake of 64 shares — an estimated $1.13K sold.

Innealta Capital first reported a position in SFNC in Q2 2024 and held it in 1 quarter. The position peaked at $1.13K in Q2 2024. 246 funds tracked by Wall St. Rank hold SFNC as of Q3 2024.

  • Innealta Capital reported no remaining Simmons First National position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 64 Simmons First National shares in Q3 2024, an estimated $1.13K.
  • Innealta Capital first reported a position in Simmons First National in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Simmons First National position peaked at $1.13K in Q2 2024.
  • 246 funds tracked by Wall St. Rank held Simmons First National as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.