FDS
OZK icon

Freedom Day Solutions’s Bank OZK OZK Stock Holding History

Freedom Day Solutions’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
-10,641
Closed -$364K – 106
2023
Q1 		$364K Sell
10,641
-962
-8% -$40.4K 0.17% 82
2022
Q4 		$465K Buy
11,603
+318
+3% +$13.7K 0.23% 80
2022
Q3 		$446K Sell
11,285
-227
-2% -$9.13K 0.24% 82
2022
Q2 		$432K Sell
11,512
-497
-4% -$19.6K 0.22% 87
2022
Q1 		$513K Sell
12,009
-1,633
-12% -$76.1K 0.22% 89
2021
Q4 		$635K Sell
13,642
-150
-1% -$6.84K 0.26% 87
2021
Q3 		$593K Sell
13,792
-633
-4% -$26.4K 0.28% 85
2021
Q2 		$608K Sell
14,425
-281
-2% -$11.7K 0.29% 83
2021
Q1 		$601K Sell
14,706
-279
-2% -$11K 0.32% 76
2020
Q4 		$469K Sell
14,985
-4,035
-21% -$109K 0.26% 78
2020
Q3 		$406K Buy
19,020
+9,458
+99% +$220K 0.24% 81
2020
Q2 		$224K Buy
+9,562
New +$205K 0.15% 85

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
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 $871B 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