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BOK Financial Private Wealth’s Bank OZK OZK Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-48
Closed -$2.39K – 526
2023
Q4 		$2.39K Buy
+48
New +$1.98K ﹤0.01% 441

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BOK Financial Private Wealth's OZK Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Bank OZK (OZK) in Q1 2024, closing a stake of 48 shares — an estimated $2.39K sold.

BOK Financial Private Wealth first reported a position in OZK in Q4 2023 and held it in 1 quarter. The position peaked at $2.39K in Q4 2023. 426 funds tracked by Wall St. Rank hold OZK as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Bank OZK position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 48 Bank OZK shares in Q1 2024, an estimated $2.39K.
  • BOK Financial Private Wealth first reported a position in Bank OZK in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Bank OZK position peaked at $2.39K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held Bank OZK as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.