Level Four Advisory Services’s Home BancShares HOMB Stock Holding History

Level Four Advisory Services’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
2020 Q3	–	Sell	-10,564	Closed	-$162K	–	564
2020 Q2	$162K	Hold	10,564	–	–	0.01%	547
2020 Q1	$127K	Sell	10,564 -391	-4%	-$6.78K	0.02%	470
2019 Q4	$216K	Sell	10,955 -609	-5%	-$11.5K	0.01%	529
2019 Q3	$217K	Buy	11,564 +1,000	+9%	+$18.7K	0.02%	461
2019 Q2	$203K	Sell	10,564 -1,000	-9%	-$18.6K	0.02%	506
2019 Q1	$203K	Sell	11,564 -517	-4%	-$9.59K	0.02%	482
2018 Q4	$197K	Buy	12,081 +517	+4%	+$9.82K	0.02%	490
2018 Q3	$253K	Sell	11,564 -500	-4%	-$11.6K	0.03%	500
2018 Q2	$272K	Buy	+12,064	New	+$279K	0.02%	506

Other funds holding HOMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Level Four Advisory Services's HOMB Position: Q3 2020 in Review

Level Four Advisory Services sold out of Home BancShares (HOMB) in Q3 2020, closing a stake of 10,564 shares — an estimated $162K sold.

Level Four Advisory Services first reported a position in HOMB in Q2 2018 and held it in 9 quarters. The position peaked at $272K in Q2 2018. 245 funds tracked by Wall St. Rank hold HOMB as of Q3 2020.

Level Four Advisory Services reported no remaining Home BancShares position as of Q3 2020 after selling out during the quarter.
Level Four Advisory Services sold 10,564 Home BancShares shares in Q3 2020, an estimated $162K.
Level Four Advisory Services first reported a position in Home BancShares in Q2 2018 and held it in 9 quarters.
Level Four Advisory Services's Home BancShares position peaked at $272K in Q2 2018.
245 funds tracked by Wall St. Rank held Home BancShares as of Q3 2020.

Based on Level Four Advisory Services's 13F filing for Q3 2020, filed 2 Nov 2020.