VAG
HOMB icon

VisionPoint Advisory Group’s Home BancShares HOMB Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-593
Closed -$14.2K – 472
2024
Q2 		$14.2K Buy
593
+148
+33% +$3.51K 0.01% 453
2024
Q1 		$10.9K Buy
445
+189
+74% +$4.5K ﹤0.01% 459
2023
Q4 		$6.48K Buy
+256
New +$5.71K ﹤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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

VisionPoint Advisory Group's HOMB Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Home BancShares (HOMB) in Q3 2024, closing a stake of 593 shares — an estimated $14.2K sold.

VisionPoint Advisory Group first reported a position in HOMB in Q4 2023 and held it in 3 quarters. The position peaked at $14.2K in Q2 2024. 317 funds tracked by Wall St. Rank hold HOMB as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Home BancShares position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 593 Home BancShares shares in Q3 2024, an estimated $14.2K.
  • VisionPoint Advisory Group first reported a position in Home BancShares in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Home BancShares position peaked at $14.2K in Q2 2024.
  • 317 funds tracked by Wall St. Rank held Home BancShares as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.