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Coppell Advisory Solutions Corp’s Bank OZK OZK Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-1,047
Closed -$41.9K – 793
2022
Q4 		$41.9K Buy
+1,047
New +$44.9K 0.01% 380

Other funds holding OZK

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Coppell Advisory Solutions Corp's OZK Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Bank OZK (OZK) in Q1 2023, closing a stake of 1,047 shares — an estimated $41.9K sold.

Coppell Advisory Solutions Corp first reported a position in OZK in Q4 2022 and held it in 1 quarter. The position peaked at $41.9K in Q4 2022. 389 funds tracked by Wall St. Rank hold OZK as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Bank OZK position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,047 Bank OZK shares in Q1 2023, an estimated $41.9K.
  • Coppell Advisory Solutions Corp first reported a position in Bank OZK in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Bank OZK position peaked at $41.9K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Bank OZK as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.