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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 $5.72T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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