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Insight Wealth Partners’s Home BancShares HOMB Stock Holding History

Insight Wealth Partners’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
2024
Q2 		– Sell
-11,277
Closed -$277K – 92
2024
Q1 		$277K Buy
11,277
+86
+0.8% +$2.05K 0.05% 78
2023
Q4 		$283K Buy
11,191
+86
+0.8% +$1.92K 0.05% 68
2023
Q3 		$233K Buy
11,105
+87
+0.8% +$1.98K 0.05% 67
2023
Q2 		$251K Buy
11,018
+87
+0.8% +$1.9K 0.06% 65
2023
Q1 		$237K Buy
10,931
+81
+0.7% +$1.87K 0.05% 56
2022
Q4 		$247K Hold
10,850
– – 0.18% 47
2022
Q3 		$244K Hold
10,850
– – 0.23% 51
2022
Q2 		$225K Buy
+10,850
New +$235K 0.17% 54

Other funds holding HOMB

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Wealth Partners's HOMB Position: Q2 2024 in Review

Insight Wealth Partners sold out of Home BancShares (HOMB) in Q2 2024, closing a stake of 11,277 shares — an estimated $277K sold.

Insight Wealth Partners first reported a position in HOMB in Q2 2022 and held it in 8 quarters. The position peaked at $283K in Q4 2023. 299 funds tracked by Wall St. Rank hold HOMB as of Q2 2024.

  • Insight Wealth Partners reported no remaining Home BancShares position as of Q2 2024 after selling out during the quarter.
  • Insight Wealth Partners sold 11,277 Home BancShares shares in Q2 2024, an estimated $277K.
  • Insight Wealth Partners first reported a position in Home BancShares in Q2 2022 and held it in 8 quarters.
  • Insight Wealth Partners's Home BancShares position peaked at $283K in Q4 2023.
  • 299 funds tracked by Wall St. Rank held Home BancShares as of Q2 2024.

Based on Insight Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.