IWA
OZK icon

IBEX Wealth Advisors’s Bank OZK OZK Stock Holding History

IBEX 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
2024
Q2 		– Sell
-13,509
Closed -$541K – 302
2024
Q1 		$541K Buy
+13,509
New +$605K 0.15% 84
2023
Q1 		– Sell
-13,509
Closed -$541K – 147
2022
Q4 		$541K Buy
+13,509
New +$580K 0.12% 119

Other funds holding OZK

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

IBEX Wealth Advisors's OZK Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Bank OZK (OZK) in Q2 2024, closing a stake of 13,509 shares — an estimated $541K sold.

IBEX Wealth Advisors first reported a position in OZK in Q4 2022 and held it in 2 quarters. The position peaked at $541K in Q1 2024. 432 funds tracked by Wall St. Rank hold OZK as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining Bank OZK position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 13,509 Bank OZK shares in Q2 2024, an estimated $541K.
  • IBEX Wealth Advisors first reported a position in Bank OZK in Q4 2022 and held it in 2 quarters.
  • IBEX Wealth Advisors's Bank OZK position peaked at $541K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held Bank OZK as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.