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Wealthcare Advisory Partners’s Simmons First National SFNC Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-600
Closed -$18K – 1639
2021
Q1 		$18K Buy
+600
New +$16.9K ﹤0.01% 1243

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wealthcare Advisory Partners's SFNC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Simmons First National (SFNC) in Q2 2021, closing a stake of 600 shares — an estimated $18K sold.

Wealthcare Advisory Partners first reported a position in SFNC in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 194 funds tracked by Wall St. Rank hold SFNC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Simmons First National position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 600 Simmons First National shares in Q2 2021, an estimated $18K.
  • Wealthcare Advisory Partners first reported a position in Simmons First National in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Simmons First National position peaked at $18K in Q1 2021.
  • 194 funds tracked by Wall St. Rank held Simmons First National as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.