CM Wealth Advisors’s Bank OZK OZK Stock Holding History

CM Wealth Advisors’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	-6,018	Closed	-$204K	–	351
2023 Q1	$204K	Buy	+6,018	New	+$253K	0.04%	366

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CM Wealth Advisors's OZK Position: Q2 2023 in Review

CM Wealth Advisors sold out of Bank OZK (OZK) in Q2 2023, closing a stake of 6,018 shares — an estimated $204K sold.

CM Wealth Advisors first reported a position in OZK in Q1 2023 and held it in 1 quarter. The position peaked at $204K in Q1 2023. 361 funds tracked by Wall St. Rank hold OZK as of Q2 2023.

CM Wealth Advisors reported no remaining Bank OZK position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 6,018 Bank OZK shares in Q2 2023, an estimated $204K.
CM Wealth Advisors first reported a position in Bank OZK in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Bank OZK position peaked at $204K in Q1 2023.
361 funds tracked by Wall St. Rank held Bank OZK as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.