Prime Capital Investment Advisors’s Bank OZK OZK Stock Holding History

Prime Capital Investment 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
2022 Q2	–	Sell	-10,158	Closed	-$473K	–	426
2022 Q1	$473K	Sell	10,158 -15,367	-60%	-$716K	0.03%	240
2021 Q4	$1.19M	Buy	25,525 +6,070	+31%	+$277K	0.06%	167
2021 Q3	$836K	Sell	19,455 -18,649	-49%	-$777K	0.05%	189
2021 Q2	$1.61M	Buy	38,104 +5,156	+16%	+$215K	0.09%	161
2021 Q1	$1.35M	Sell	32,948 -20,384	-38%	-$803K	0.1%	149
2020 Q4	$1.67M	Buy	53,332 +47,731	+852%	+$1.29M	0.13%	132
2020 Q3	$119K	Sell	5,601 -637	-10%	-$14.8K	0.01%	268
2020 Q2	$146K	Buy	+6,238	New	+$134K	0.01%	246

Other funds holding OZK

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Prime Capital Investment Advisors's OZK Position: Q2 2022 in Review

Prime Capital Investment Advisors sold out of Bank OZK (OZK) in Q2 2022, closing a stake of 10,158 shares — an estimated $473K sold.

Prime Capital Investment Advisors first reported a position in OZK in Q2 2020 and held it in 8 quarters. The position peaked at $1.67M in Q4 2020. 355 funds tracked by Wall St. Rank hold OZK as of Q2 2022.

Prime Capital Investment Advisors reported no remaining Bank OZK position as of Q2 2022 after selling out during the quarter.
Prime Capital Investment Advisors sold 10,158 Bank OZK shares in Q2 2022, an estimated $473K.
Prime Capital Investment Advisors first reported a position in Bank OZK in Q2 2020 and held it in 8 quarters.
Prime Capital Investment Advisors's Bank OZK position peaked at $1.67M in Q4 2020.
355 funds tracked by Wall St. Rank held Bank OZK as of Q2 2022.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.