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PRW Wealth Management’s Simmons First National SFNC Stock Holding History

PRW Wealth Management’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
2021
Q3 		– Sell
-34,701
Closed -$1.02M – 255
2021
Q2 		$1.02M Buy
+34,701
New +$1.04M 0.3% 98

Other funds holding SFNC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

PRW Wealth Management's SFNC Position: Q3 2021 in Review

PRW Wealth Management sold out of Simmons First National (SFNC) in Q3 2021, closing a stake of 34,701 shares — an estimated $1.02M sold.

PRW Wealth Management first reported a position in SFNC in Q2 2021 and held it in 1 quarter. The position peaked at $1.02M in Q2 2021. 203 funds tracked by Wall St. Rank hold SFNC as of Q3 2021.

  • PRW Wealth Management reported no remaining Simmons First National position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 34,701 Simmons First National shares in Q3 2021, an estimated $1.02M.
  • PRW Wealth Management first reported a position in Simmons First National in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Simmons First National position peaked at $1.02M in Q2 2021.
  • 203 funds tracked by Wall St. Rank held Simmons First National as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.