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Aspetuck Financial Management’s Bank OZK OZK Stock Holding History

Aspetuck Financial 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
2025
Q1 		– Sell
-452
Closed -$20.1K – 145
2024
Q4 		$20.1K Buy
+452
New +$20.7K 0.02% 139

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aspetuck Financial Management's OZK Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Bank OZK (OZK) in Q1 2025, closing a stake of 452 shares — an estimated $20.1K sold.

Aspetuck Financial Management first reported a position in OZK in Q4 2024 and held it in 1 quarter. The position peaked at $20.1K in Q4 2024. 480 funds tracked by Wall St. Rank hold OZK as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Bank OZK position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 452 Bank OZK shares in Q1 2025, an estimated $20.1K.
  • Aspetuck Financial Management first reported a position in Bank OZK in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Bank OZK position peaked at $20.1K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Bank OZK as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.