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Prio Wealth Limited Partnership’s Home BancShares HOMB Stock Holding History

Prio Wealth Limited Partnership’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
2024
Q3 		– Sell
-16,340
Closed -$392K – 269
2024
Q2 		$392K Hold
16,340
– – 0.01% 206
2024
Q1 		$401K Buy
+16,340
New +$389K 0.01% 207

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prio Wealth Limited Partnership's HOMB Position: Q3 2024 in Review

Prio Wealth Limited Partnership sold out of Home BancShares (HOMB) in Q3 2024, closing a stake of 16,340 shares — an estimated $392K sold.

Prio Wealth Limited Partnership first reported a position in HOMB in Q1 2024 and held it in 2 quarters. The position peaked at $401K in Q1 2024. 317 funds tracked by Wall St. Rank hold HOMB as of Q3 2024.

  • Prio Wealth Limited Partnership reported no remaining Home BancShares position as of Q3 2024 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 16,340 Home BancShares shares in Q3 2024, an estimated $392K.
  • Prio Wealth Limited Partnership first reported a position in Home BancShares in Q1 2024 and held it in 2 quarters.
  • Prio Wealth Limited Partnership's Home BancShares position peaked at $401K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Home BancShares as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.