Measured Wealth Private Client Group’s Bank OZK OZK Stock Holding History

Measured Wealth Private Client Group’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	-12,437	Closed	-$425K	–	191
2023 Q1	$425K	Buy	12,437 +3,085	+33%	+$129K	0.16%	98
2022 Q4	$375K	Buy	9,352 +1,292	+16%	+$55.5K	0.15%	93
2022 Q3	$319K	Buy	+8,060	New	+$324K	0.14%	99

Other funds holding OZK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Measured Wealth Private Client Group's OZK Position: Q2 2023 in Review

Measured Wealth Private Client Group sold out of Bank OZK (OZK) in Q2 2023, closing a stake of 12,437 shares — an estimated $425K sold.

Measured Wealth Private Client Group first reported a position in OZK in Q3 2022 and held it in 3 quarters. The position peaked at $425K in Q1 2023. 362 funds tracked by Wall St. Rank hold OZK as of Q2 2023.

Measured Wealth Private Client Group reported no remaining Bank OZK position as of Q2 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 12,437 Bank OZK shares in Q2 2023, an estimated $425K.
Measured Wealth Private Client Group first reported a position in Bank OZK in Q3 2022 and held it in 3 quarters.
Measured Wealth Private Client Group's Bank OZK position peaked at $425K in Q1 2023.
362 funds tracked by Wall St. Rank held Bank OZK as of Q2 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2023, filed 20 Jul 2023.