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Loring Wolcott & Coolidge Fiduciary Advisors’s Home BancShares HOMB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022
Q1 		– Sell
-357
Closed -$9K – 672
2021
Q4 		$9K Hold
357
– – ﹤0.01% 614
2021
Q3 		$8K Hold
357
– – ﹤0.01% 619
2021
Q2 		$9K Buy
+357
New +$9.64K ﹤0.01% 645
2021
Q1 		– Sell
-357
Closed -$7K – 483
2020
Q4 		$7K Buy
+357
New +$6.48K ﹤0.01% 640

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ESBC
E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HOMB Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Home BancShares (HOMB) in Q1 2022, closing a stake of 357 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HOMB in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 262 funds tracked by Wall St. Rank hold HOMB as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Home BancShares position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 357 Home BancShares shares in Q1 2022, an estimated $9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Home BancShares in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Home BancShares position peaked at $9K in Q4 2021.
  • 262 funds tracked by Wall St. Rank held Home BancShares as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.