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

TCI 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 Q2	–	Sell	-717	Closed	-$12.5K	–	1891
2023 Q1	$12.5K	Sell	717 -1	-0.1%	-$21	﹤0.01%	943
2022 Q4	$15.5K	Buy	718 +433	+152%	+$9.84K	﹤0.01%	818
2022 Q3	$6K	Buy	285 +7	+3%	+$162	﹤0.01%	1374
2022 Q2	$6K	Sell	278 -447	-62%	-$10.9K	﹤0.01%	1397
2022 Q1	$19K	Buy	725 +96	+15%	+$2.77K	﹤0.01%	727
2021 Q4	$19K	Hold	629	–	–	﹤0.01%	740
2021 Q3	$19K	Buy	629 +57	+10%	+$1.61K	﹤0.01%	717
2021 Q2	$17K	Hold	572	–	–	﹤0.01%	668
2021 Q1	$17K	Buy	572 +294	+106%	+$8.27K	0.01%	634
2020 Q4	$6K	Sell	278 -111	-29%	-$2.12K	﹤0.01%	827
2020 Q3	$6K	Buy	+389	New	+$6.51K	﹤0.01%	730
2020 Q1	–	Sell	-133	Closed	-$4K	–	1728
2019 Q4	$4K	Hold	133	–	–	﹤0.01%	949
2019 Q3	$3K	Buy	+133	New	+$3.26K	﹤0.01%	982

Other funds holding SFNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Simmons First National (SFNC) in Q2 2023, closing a stake of 717 shares — an estimated $12.5K sold.

TCI Wealth Advisors first reported a position in SFNC in Q3 2019 and held it in 13 quarters. The position peaked at $19K in Q1 2022. 205 funds tracked by Wall St. Rank hold SFNC as of Q2 2023.

TCI Wealth Advisors reported no remaining Simmons First National position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 717 Simmons First National shares in Q2 2023, an estimated $12.5K.
TCI Wealth Advisors first reported a position in Simmons First National in Q3 2019 and held it in 13 quarters.
TCI Wealth Advisors's Simmons First National position peaked at $19K in Q1 2022.
205 funds tracked by Wall St. Rank held Simmons First National as of Q2 2023.

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