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Sutton Wealth Advisors’s Simmons First National SFNC Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-1,632
Closed -$35.2K – 1438
2022
Q4 		$35.2K Sell
1,632
-1,520
-48% -$34.5K 0.01% 498
2022
Q3 		$68.7K Buy
3,152
+24
+0.8% +$555 0.03% 313
2022
Q2 		$66.5K Buy
3,128
+917
+41% +$22.3K 0.03% 310
2022
Q1 		$58K Buy
2,211
+952
+76% +$27.5K 0.02% 365
2021
Q4 		$37.2K Buy
1,259
+23
+2% +$699 0.01% 505
2021
Q3 		$36.5K Hold
1,236
– – 0.01% 494
2021
Q2 		$36.3K Hold
1,236
– – 0.01% 502
2021
Q1 		$36.7K Hold
1,236
– – 0.01% 485
2020
Q4 		$26.7K Hold
1,236
– – 0.01% 531
2020
Q3 		$19.6K Buy
1,236
+926
+299% +$15.5K 0.01% 550
2020
Q2 		$5.3K Buy
310
+34
+12% +$583 ﹤0.01% 860
2020
Q1 		$5.08K Sell
276
-1,384
-83% -$31.4K ﹤0.01% 812
2019
Q4 		$44.5K Buy
1,660
+334
+25% +$8.43K 0.02% 335
2019
Q3 		$33K Hold
1,326
– – 0.02% 420
2019
Q2 		$30.8K Hold
1,326
– – 0.02% 447
2019
Q1 		$32.5K Hold
1,326
– – 0.02% 413
2018
Q4 		$32K Hold
1,326
– – 0.02% 374
2018
Q3 		$39.1K Hold
1,326
– – 0.03% 342
2018
Q2 		$39.6K Hold
1,326
– – 0.03% 348
2018
Q1 		$37.7K Hold
1,326
– – 0.03% 350
2017
Q4 		$37.9K Hold
1,326
– – 0.03% 349
2017
Q3 		$38.4K Hold
1,326
– – 0.03% 337
2017
Q2 		$35.1K Hold
1,326
– – 0.03% 337
2017
Q1 		$36.6K Hold
1,326
– – 0.03% 324
2016
Q4 		$41.2K Hold
1,326
– – 0.04% 298
2016
Q3 		$33.1K Hold
1,326
– – 0.03% 331
2016
Q2 		$30.6K Buy
+1,326
New +$30.4K 0.03% 326

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Simmons First National (SFNC) in Q1 2023, closing a stake of 1,632 shares — an estimated $35.2K sold.

Sutton Wealth Advisors first reported a position in SFNC in Q2 2016 and held it in 27 quarters. The position peaked at $68.7K in Q3 2022. 215 funds tracked by Wall St. Rank hold SFNC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Simmons First National position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,632 Simmons First National shares in Q1 2023, an estimated $35.2K.
  • Sutton Wealth Advisors first reported a position in Simmons First National in Q2 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Simmons First National position peaked at $68.7K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held Simmons First National as of Q1 2023.

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