Moisand Fitzgerald Tamayo’s Simmons First National SFNC Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q4	–	Sell	-70	Closed	-$1.19K	–	801
2023 Q3	$1.19K	Sell	70 -111	-61%	-$2K	﹤0.01%	635
2023 Q2	$3.12K	Hold	181	–	–	﹤0.01%	467
2023 Q1	$3.17K	Hold	181	–	–	﹤0.01%	474
2022 Q4	$3.91K	Buy	181 +70	+63%	+$1.59K	﹤0.01%	438
2022 Q3	$2K	Buy	+111	New	+$2.57K	﹤0.01%	537

Other funds holding SFNC

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SFNC Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Simmons First National (SFNC) in Q4 2023, closing a stake of 70 shares — an estimated $1.19K sold.

Moisand Fitzgerald Tamayo first reported a position in SFNC in Q3 2022 and held it in 5 quarters. The position peaked at $3.91K in Q4 2022. 227 funds tracked by Wall St. Rank hold SFNC as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Simmons First National position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 70 Simmons First National shares in Q4 2023, an estimated $1.19K.
Moisand Fitzgerald Tamayo first reported a position in Simmons First National in Q3 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Simmons First National position peaked at $3.91K in Q4 2022.
227 funds tracked by Wall St. Rank held Simmons First National as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.