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Center for Financial Planning’s Bank OZK OZK Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-81
Closed -$3K – 633
2022
Q3 		$3K Buy
+81
New +$3.26K ﹤0.01% 489

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Center for Financial Planning's OZK Position: Q4 2022 in Review

Center for Financial Planning sold out of Bank OZK (OZK) in Q4 2022, closing a stake of 81 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in OZK in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 403 funds tracked by Wall St. Rank hold OZK as of Q4 2022.

  • Center for Financial Planning reported no remaining Bank OZK position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 81 Bank OZK shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Bank OZK in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Bank OZK position peaked at $3K in Q3 2022.
  • 403 funds tracked by Wall St. Rank held Bank OZK as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.