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Spire Wealth Management’s Home BancShares HOMB Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-42
Closed -$1.03K – 2350
2023
Q4 		$1.03K Hold
42
– – ﹤0.01% 2260
2023
Q3 		$879 Buy
+42
New +$956 ﹤0.01% 2277
2021
Q2 		– Sell
-1,357
Closed -$37K – 2742
2021
Q1 		$37K Buy
+1,357
New +$32.6K ﹤0.01% 1874

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spire Wealth Management's HOMB Position: Q1 2024 in Review

Spire Wealth Management sold out of Home BancShares (HOMB) in Q1 2024, closing a stake of 42 shares — an estimated $1.03K sold.

Spire Wealth Management first reported a position in HOMB in Q1 2021 and held it in 3 quarters. The position peaked at $37K in Q1 2021. 285 funds tracked by Wall St. Rank hold HOMB as of Q1 2024.

  • Spire Wealth Management reported no remaining Home BancShares position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 42 Home BancShares shares in Q1 2024, an estimated $1.03K.
  • Spire Wealth Management first reported a position in Home BancShares in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Home BancShares position peaked at $37K in Q1 2021.
  • 285 funds tracked by Wall St. Rank held Home BancShares as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.