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Baldwin Wealth Partners’s Bank OZK OZK Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-208
Closed -$8.94K – 777
2024
Q3 		$8.94K Buy
+208
New +$8.86K ﹤0.01% 813

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WA
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Dimensional Fund Advisors
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Charles Schwab
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Baldwin Wealth Partners's OZK Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Bank OZK (OZK) in Q4 2024, closing a stake of 208 shares — an estimated $8.94K sold.

Baldwin Wealth Partners first reported a position in OZK in Q3 2024 and held it in 1 quarter. The position peaked at $8.94K in Q3 2024. 468 funds tracked by Wall St. Rank hold OZK as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Bank OZK position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 208 Bank OZK shares in Q4 2024, an estimated $8.94K.
  • Baldwin Wealth Partners first reported a position in Bank OZK in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Bank OZK position peaked at $8.94K in Q3 2024.
  • 468 funds tracked by Wall St. Rank held Bank OZK as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.