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Ranch Capital Advisors’s Bank OZK OZK Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-100
Closed -$4K – 435
2021
Q3 		$4K Buy
+100
New +$4.17K ﹤0.01% 564
2021
Q2 		– Sell
-200
Closed -$8.34K – 769
2021
Q1 		$8K Hold
200
– – 0.01% 669
2020
Q4 		$6K Buy
+200
New +$5.4K ﹤0.01% 707

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Principal Financial Group
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

Ranch Capital Advisors's OZK Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Bank OZK (OZK) in Q4 2021, closing a stake of 100 shares — an estimated $4K sold.

Ranch Capital Advisors first reported a position in OZK in Q4 2020 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 357 funds tracked by Wall St. Rank hold OZK as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Bank OZK position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 100 Bank OZK shares in Q4 2021, an estimated $4K.
  • Ranch Capital Advisors first reported a position in Bank OZK in Q4 2020 and held it in 3 quarters.
  • Ranch Capital Advisors's Bank OZK position peaked at $8K in Q1 2021.
  • 357 funds tracked by Wall St. Rank held Bank OZK as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.