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Founders Financial Alliance’s Bank OZK OZK Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-180
Closed -$4K – 993
2020
Q3 		$4K Buy
+180
New +$4.19K ﹤0.01% 1071

Other funds holding OZK

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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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Founders Financial Alliance's OZK Position: Q4 2020 in Review

Founders Financial Alliance sold out of Bank OZK (OZK) in Q4 2020, closing a stake of 180 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in OZK in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 310 funds tracked by Wall St. Rank hold OZK as of Q4 2020.

  • Founders Financial Alliance reported no remaining Bank OZK position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 180 Bank OZK shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Bank OZK in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Bank OZK position peaked at $4K in Q3 2020.
  • 310 funds tracked by Wall St. Rank held Bank OZK as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.