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TCI Wealth Advisors’s Home BancShares HOMB Stock Holding History

TCI 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
Q2 		– Sell
-382
Closed -$8.29K – 1084
2023
Q1 		$8.29K Hold
382
– – ﹤0.01% 1200
2022
Q4 		$8.71K Sell
382
-1
-0.3% -$24 ﹤0.01% 1161
2022
Q3 		$9K Buy
383
+13
+4% +$302 ﹤0.01% 1072
2022
Q2 		$8K Buy
+370
New +$8K ﹤0.01% 1155
2021
Q2 		– Sell
-120
Closed -$3K – 2369
2021
Q1 		$3K Buy
+120
New +$2.88K ﹤0.01% 1528

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
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

TCI Wealth Advisors's HOMB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Home BancShares (HOMB) in Q2 2023, closing a stake of 382 shares — an estimated $8.29K sold.

TCI Wealth Advisors first reported a position in HOMB in Q1 2021 and held it in 5 quarters. The position peaked at $9K in Q3 2022. 257 funds tracked by Wall St. Rank hold HOMB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Home BancShares position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 382 Home BancShares shares in Q2 2023, an estimated $8.29K.
  • TCI Wealth Advisors first reported a position in Home BancShares in Q1 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Home BancShares position peaked at $9K in Q3 2022.
  • 257 funds tracked by Wall St. Rank held Home BancShares as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.