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U.S. Capital Wealth Advisors’s Simmons First National SFNC Stock Holding History

U.S. Capital 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
2022
Q3 		– Sell
-26,100
Closed -$555K – 675
2022
Q2 		$555K Hold
26,100
– – 0.02% 439
2022
Q1 		$684K Sell
26,100
-1,000
-4% -$28.9K 0.03% 453
2021
Q4 		$802K Sell
27,100
-2,000
-7% -$60.7K 0.03% 435
2021
Q3 		$860K Buy
+29,100
New +$822K 0.04% 414

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
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

U.S. Capital Wealth Advisors's SFNC Position: Q3 2022 in Review

U.S. Capital Wealth Advisors sold out of Simmons First National (SFNC) in Q3 2022, closing a stake of 26,100 shares — an estimated $555K sold.

U.S. Capital Wealth Advisors first reported a position in SFNC in Q3 2021 and held it in 4 quarters. The position peaked at $860K in Q3 2021. 244 funds tracked by Wall St. Rank hold SFNC as of Q3 2022.

  • U.S. Capital Wealth Advisors reported no remaining Simmons First National position as of Q3 2022 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 26,100 Simmons First National shares in Q3 2022, an estimated $555K.
  • U.S. Capital Wealth Advisors first reported a position in Simmons First National in Q3 2021 and held it in 4 quarters.
  • U.S. Capital Wealth Advisors's Simmons First National position peaked at $860K in Q3 2021.
  • 244 funds tracked by Wall St. Rank held Simmons First National as of Q3 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.