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Valeo Financial Advisors’s Home BancShares HOMB Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-101
Closed -$3K – 1079
2021
Q1 		$3K Buy
+101
New +$2.43K ﹤0.01% 1704
2020
Q3 		– Sell
-367
Closed -$6K – 1821
2020
Q2 		$6K Buy
367
+268
+271% +$3.77K ﹤0.01% 1454
2020
Q1 		$1K Buy
+99
New +$1.72K ﹤0.01% 1654
2018
Q4 		– Sell
-131
Closed -$2K – 1591
2018
Q3 		$2K Sell
131
-965
-88% -$22.4K ﹤0.01% 1466
2018
Q2 		$26K Hold
1,096
– – ﹤0.01% 689
2018
Q1 		$25K Sell
1,096
-1,096
-50% -$26.3K ﹤0.01% 654
2017
Q4 		$51K Buy
+2,192
New +$51.2K 0.01% 463

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Valeo Financial Advisors's HOMB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Home BancShares (HOMB) in Q2 2021, closing a stake of 101 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in HOMB in Q4 2017 and held it in 7 quarters. The position peaked at $51K in Q4 2017. 275 funds tracked by Wall St. Rank hold HOMB as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Home BancShares position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 101 Home BancShares shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Home BancShares in Q4 2017 and held it in 7 quarters.
  • Valeo Financial Advisors's Home BancShares position peaked at $51K in Q4 2017.
  • 275 funds tracked by Wall St. Rank held Home BancShares as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.