RGT Wealth Advisors’s Bank OZK OZK Stock Holding History

RGT Wealth 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 Q1	–	Sell	-53	Closed	-$2K	–	270
2021 Q4	$2K	Buy	+53	New	+$2.42K	﹤0.01%	302

Other funds holding OZK

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RGT Wealth Advisors's OZK Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Bank OZK (OZK) in Q1 2022, closing a stake of 53 shares — an estimated $2K sold.

RGT Wealth Advisors first reported a position in OZK in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 370 funds tracked by Wall St. Rank hold OZK as of Q1 2022.

RGT Wealth Advisors reported no remaining Bank OZK position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 53 Bank OZK shares in Q1 2022, an estimated $2K.
RGT Wealth Advisors first reported a position in Bank OZK in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's Bank OZK position peaked at $2K in Q4 2021.
370 funds tracked by Wall St. Rank held Bank OZK as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.