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Wealthspire Advisors (Maryland)’s Home BancShares HOMB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-157
Closed -$3K – 1129
2019
Q1 		$3K Buy
+157
New +$2.91K ﹤0.01% 2004
2018
Q4 		– Sell
-16
Closed – – 2494
2018
Q3 		$0 Hold
16
– – ﹤0.01% 2435
2018
Q2 		$0 Hold
16
– – ﹤0.01% 2495
2018
Q1 		$0 Hold
16
– – ﹤0.01% 2555
2017
Q4 		$0 Buy
+16
New +$374 ﹤0.01% 2483

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
ESBC
E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HOMB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Home BancShares (HOMB) in Q2 2019, closing a stake of 157 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in HOMB in Q4 2017 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 229 funds tracked by Wall St. Rank hold HOMB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Home BancShares position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 157 Home BancShares shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Home BancShares in Q4 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Home BancShares position peaked at $3K in Q1 2019.
  • 229 funds tracked by Wall St. Rank held Home BancShares as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.