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Planned Solutions’s Bank OZK OZK Stock Holding History

Planned 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
Q4 		– Sell
-1,163
Closed -$50K – 473
2024
Q3 		$50K Buy
+1,163
New +$49.5K 0.02% 303

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
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Planned Solutions's OZK Position: Q4 2024 in Review

Planned Solutions sold out of Bank OZK (OZK) in Q4 2024, closing a stake of 1,163 shares — an estimated $50K sold.

Planned Solutions first reported a position in OZK in Q3 2024 and held it in 1 quarter. The position peaked at $50K in Q3 2024. 468 funds tracked by Wall St. Rank hold OZK as of Q4 2024.

  • Planned Solutions reported no remaining Bank OZK position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,163 Bank OZK shares in Q4 2024, an estimated $50K.
  • Planned Solutions first reported a position in Bank OZK in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Bank OZK position peaked at $50K in Q3 2024.
  • 468 funds tracked by Wall St. Rank held Bank OZK as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.