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Orion Portfolio Solutions’s Home BancShares HOMB Stock Holding History

Orion Portfolio Solutions’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
-219
Closed -$3K – 1127
2020
Q2 		$3K Buy
+219
New +$3.08K ﹤0.01% 1644
2020
Q1 		– Sell
-409
Closed -$8K – 2066
2019
Q4 		$8K Buy
+409
New +$7.71K ﹤0.01% 1088

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's HOMB Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Home BancShares (HOMB) in Q3 2020, closing a stake of 219 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in HOMB in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 245 funds tracked by Wall St. Rank hold HOMB as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Home BancShares position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 219 Home BancShares shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Home BancShares in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Home BancShares position peaked at $8K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held Home BancShares as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.