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Sutton Wealth Advisors’s Bank OZK OZK Stock Holding History

Sutton 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
Q3 		– Sell
-7
Closed -$263 – 1699
2022
Q2 		$263 Sell
7
-14
-67% -$552 ﹤0.01% 1552
2022
Q1 		$897 Buy
21
+8
+62% +$373 ﹤0.01% 1371
2021
Q4 		$605 Buy
+13
New +$593 ﹤0.01% 1466
2020
Q2 		– Sell
-59
Closed -$985 – 1263
2020
Q1 		$985 Hold
59
– – ﹤0.01% 1094
2019
Q4 		$1.8K Buy
59
+20
+51% +$587 ﹤0.01% 1070
2019
Q3 		$1.06K Sell
39
-52
-57% -$1.45K ﹤0.01% 1109
2019
Q2 		$2.74K Buy
91
+52
+133% +$1.61K ﹤0.01% 1018
2019
Q1 		$1.13K Hold
39
– – ﹤0.01% 1103
2018
Q4 		$890 Buy
+39
New +$1.08K ﹤0.01% 1049

Other funds holding OZK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Sutton Wealth Advisors's OZK Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of Bank OZK (OZK) in Q3 2022, closing a stake of 7 shares — an estimated $263 sold.

Sutton Wealth Advisors first reported a position in OZK in Q4 2018 and held it in 9 quarters. The position peaked at $2.74K in Q2 2019. 351 funds tracked by Wall St. Rank hold OZK as of Q3 2022.

  • Sutton Wealth Advisors reported no remaining Bank OZK position as of Q3 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 7 Bank OZK shares in Q3 2022, an estimated $263.
  • Sutton Wealth Advisors first reported a position in Bank OZK in Q4 2018 and held it in 9 quarters.
  • Sutton Wealth Advisors's Bank OZK position peaked at $2.74K in Q2 2019.
  • 351 funds tracked by Wall St. Rank held Bank OZK as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.