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Kapitalo Investimentos’s Bank OZK OZK Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-366
Closed -$18.2K – 478
2023
Q4 		$18.2K Sell
366
-607
-62% -$25K ﹤0.01% 495
2023
Q3 		$36.1K Buy
+973
New +$39.4K ﹤0.01% 497
2023
Q2 		– Sell
-5,456
Closed -$187K – 641
2023
Q1 		$187K Buy
+5,456
New +$229K 0.06% 170

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kapitalo Investimentos's OZK Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Bank OZK (OZK) in Q1 2024, closing a stake of 366 shares — an estimated $18.2K sold.

Kapitalo Investimentos first reported a position in OZK in Q1 2023 and held it in 3 quarters. The position peaked at $187K in Q1 2023. 426 funds tracked by Wall St. Rank hold OZK as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Bank OZK position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 366 Bank OZK shares in Q1 2024, an estimated $18.2K.
  • Kapitalo Investimentos first reported a position in Bank OZK in Q1 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Bank OZK position peaked at $187K in Q1 2023.
  • 426 funds tracked by Wall St. Rank held Bank OZK as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.