Intercontinental Wealth Advisors’s Home BancShares HOMB Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$590K	Sell	25,877 -4	-0%	-$87	0.14%	165
2023 Q1	$562K	Sell	25,881 -2	-0%	-$46	0.14%	170
2022 Q4	$590K	Buy	25,883 +4	+0%	+$97	0.18%	134
2022 Q3	$583K	Sell	25,879 -248,992	-91%	-$5.78M	0.18%	128
2022 Q2	$5.71M	Buy	+274,871	New	+$5.94M	1.55%	8

Other funds holding HOMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Intercontinental Wealth Advisors's HOMB Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Home BancShares (HOMB) stake by 0.02% in Q2 2023, selling an estimated $87 and leaving 25,877 shares worth $590K. The position accounts for 0.14% of the portfolio, ranked #165.

Intercontinental Wealth Advisors first reported a position in HOMB in Q2 2022 and has held it in 5 quarters since. The position peaked at $5.71M in Q2 2022. 257 funds tracked by Wall St. Rank hold HOMB as of Q2 2023.

Intercontinental Wealth Advisors held 25,877 shares of Home BancShares worth $590K as of Q2 2023.
Intercontinental Wealth Advisors sold 4 Home BancShares shares in Q2 2023, an estimated $87.
Home BancShares made up 0.14% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #165 holding.
Intercontinental Wealth Advisors first reported a position in Home BancShares in Q2 2022 and has held it in 5 quarters since.
Intercontinental Wealth Advisors's Home BancShares position peaked at $5.71M in Q2 2022.
257 funds tracked by Wall St. Rank held Home BancShares as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.