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Wealthspire Advisors (Maryland)’s Simmons First National SFNC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-246
Closed -$6K – 1733
2019
Q1 		$6K Buy
246
+94
+62% +$2.41K ﹤0.01% 1768
2018
Q4 		$4K Sell
152
-86
-36% -$2.31K ﹤0.01% 1860
2018
Q3 		$7K Buy
238
+118
+98% +$3.63K ﹤0.01% 1679
2018
Q2 		$4K Hold
120
– – ﹤0.01% 1904
2018
Q1 		$3K Hold
120
– – ﹤0.01% 2058
2017
Q4 		$3K Buy
120
+104
+650% +$2.99K ﹤0.01% 2017
2017
Q3 		$0 Buy
+16
New +$427 ﹤0.01% 2432

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
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 SFNC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Simmons First National (SFNC) in Q2 2019, closing a stake of 246 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in SFNC in Q3 2017 and held it in 7 quarters. The position peaked at $7K in Q3 2018. 201 funds tracked by Wall St. Rank hold SFNC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Simmons First National position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 246 Simmons First National shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Simmons First National in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Simmons First National position peaked at $7K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held Simmons First National as of Q2 2019.

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