SWA
HOMB icon

Sutton Wealth Advisors’s Home BancShares HOMB Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-34
Closed -$775 – 1138
2022
Q4 		$775 Hold
34
– – ﹤0.01% 1403
2022
Q3 		$765 Buy
+34
New +$789 ﹤0.01% 1370
2017
Q3 		– Sell
-1,322
Closed -$32.9K – 1094
2017
Q2 		$32.9K Hold
1,322
– – 0.03% 359
2017
Q1 		$35.8K Hold
1,322
– – 0.03% 329
2016
Q4 		$36.7K Hold
1,322
– – 0.03% 321
2016
Q3 		$27.5K Hold
1,322
– – 0.03% 382
2016
Q2 		$26.2K Sell
1,322
-582
-31% -$12.2K 0.02% 374
2016
Q1 		$39K Buy
+1,904
New +$37.4K 0.04% 287

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sutton Wealth Advisors's HOMB Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Home BancShares (HOMB) in Q1 2023, closing a stake of 34 shares — an estimated $775 sold.

Sutton Wealth Advisors first reported a position in HOMB in Q1 2016 and held it in 8 quarters. The position peaked at $39K in Q1 2016. 267 funds tracked by Wall St. Rank hold HOMB as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Home BancShares position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 34 Home BancShares shares in Q1 2023, an estimated $775.
  • Sutton Wealth Advisors first reported a position in Home BancShares in Q1 2016 and held it in 8 quarters.
  • Sutton Wealth Advisors's Home BancShares position peaked at $39K in Q1 2016.
  • 267 funds tracked by Wall St. Rank held Home BancShares as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.