AWM
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Accurate Wealth Management’s Bank OZK OZK Stock Holding History

Accurate Wealth Management’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$4.1K – 1045
2022
Q4 		$4.1K Buy
+100
New +$4.29K ﹤0.01% 1066

Other funds holding OZK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Accurate Wealth Management's OZK Position: Q1 2023 in Review

Accurate Wealth Management sold out of Bank OZK (OZK) in Q1 2023, closing a stake of 100 shares — an estimated $4.1K sold.

Accurate Wealth Management first reported a position in OZK in Q4 2022 and held it in 1 quarter. The position peaked at $4.1K in Q4 2022. 389 funds tracked by Wall St. Rank hold OZK as of Q1 2023.

  • Accurate Wealth Management reported no remaining Bank OZK position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 100 Bank OZK shares in Q1 2023, an estimated $4.1K.
  • Accurate Wealth Management first reported a position in Bank OZK in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Bank OZK position peaked at $4.1K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Bank OZK as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.