YWP
HOMB icon

YorkBridge Wealth Partners’s Home BancShares HOMB Stock Holding History

YorkBridge Wealth Partners’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
2017
Q4 		– Sell
-849
Closed -$21K – 881
2017
Q3 		$21K Hold
849
– – 0.01% 513
2017
Q2 		$22K Hold
849
– – 0.01% 481
2017
Q1 		$22K Buy
849
+344
+68% +$9.45K 0.01% 486
2016
Q4 		$13K Buy
+505
New +$12.3K 0.01% 529

Other funds holding HOMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

YorkBridge Wealth Partners's HOMB Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Home BancShares (HOMB) in Q4 2017, closing a stake of 849 shares — an estimated $21K sold.

YorkBridge Wealth Partners first reported a position in HOMB in Q4 2016 and held it in 4 quarters. The position peaked at $22K in Q2 2017. 245 funds tracked by Wall St. Rank hold HOMB as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Home BancShares position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 849 Home BancShares shares in Q4 2017, an estimated $21K.
  • YorkBridge Wealth Partners first reported a position in Home BancShares in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Home BancShares position peaked at $22K in Q2 2017.
  • 245 funds tracked by Wall St. Rank held Home BancShares as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.