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Personal CFO Solutions’s Bank OZK OZK Stock Holding History

Personal CFO 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
2024
Q2 		– Sell
-8,503
Closed -$387K – 591
2024
Q1 		$387K Buy
8,503
+38
+0.4% +$1.7K 0.06% 322
2023
Q4 		$422K Buy
8,465
+329
+4% +$13.6K 0.07% 277
2023
Q3 		$302K Buy
8,136
+97
+1% +$3.93K 0.06% 320
2023
Q2 		$323K Buy
8,039
+132
+2% +$4.73K 0.07% 314
2023
Q1 		$270K Sell
7,907
-1,000
-11% -$42K 0.06% 343
2022
Q4 		$357K Buy
8,907
+505
+6% +$21.7K 0.08% 256
2022
Q3 		$332K Sell
8,402
-219
-3% -$8.81K 0.08% 233
2022
Q2 		$324K Sell
8,621
-174
-2% -$6.87K 0.08% 246
2022
Q1 		$376K Buy
8,795
+381
+5% +$17.8K 0.07% 258
2021
Q4 		$392K Sell
8,414
-52
-0.6% -$2.37K 0.07% 250
2021
Q3 		$364K Buy
8,466
+354
+4% +$14.8K 0.07% 239
2021
Q2 		$342K Buy
8,112
+55
+0.7% +$2.29K 0.07% 255
2021
Q1 		$329K Buy
8,057
+209
+3% +$8.23K 0.07% 235
2020
Q4 		$245K Buy
+7,848
New +$212K 0.06% 299
2020
Q1 		– Sell
-6,613
Closed -$202K – 344
2019
Q4 		$202K Buy
+6,613
New +$194K 0.06% 322

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

Personal CFO Solutions's OZK Position: Q2 2024 in Review

Personal CFO Solutions sold out of Bank OZK (OZK) in Q2 2024, closing a stake of 8,503 shares — an estimated $387K sold.

Personal CFO Solutions first reported a position in OZK in Q4 2019 and held it in 15 quarters. The position peaked at $422K in Q4 2023. 432 funds tracked by Wall St. Rank hold OZK as of Q2 2024.

  • Personal CFO Solutions reported no remaining Bank OZK position as of Q2 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 8,503 Bank OZK shares in Q2 2024, an estimated $387K.
  • Personal CFO Solutions first reported a position in Bank OZK in Q4 2019 and held it in 15 quarters.
  • Personal CFO Solutions's Bank OZK position peaked at $422K in Q4 2023.
  • 432 funds tracked by Wall St. Rank held Bank OZK as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.