CIBC World Market
OZK icon

CIBC World Market’s Bank OZK OZK Stock Holding History

CIBC World Market’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
Q2 		– Sell
-22,128
Closed -$757K – 1287
2023
Q1 		$757K Buy
+22,128
New +$929K ﹤0.01% 822
2016
Q4 		– Sell
-7,796
Closed -$299K – 1119
2016
Q3 		$299K Buy
7,796
+1,453
+23% +$55.1K ﹤0.01% 846
2016
Q2 		$238K Buy
6,343
+1,543
+32% +$60.8K ﹤0.01% 825
2016
Q1 		$201K Sell
4,800
-41,879
-90% -$1.76M ﹤0.01% 802
2015
Q4 		$2.31M Buy
46,679
+35,155
+305% +$1.77M 0.01% 309
2015
Q3 		$504K Buy
+11,524
New +$502K ﹤0.01% 609

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 $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return