TFO Wealth Partners’s Bank OZK OZK Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-5	Closed	-$227	–	562
2024 Q1	$227	Hold	5	–	–	﹤0.01%	464
2023 Q4	$249	Hold	5	–	–	﹤0.01%	578
2023 Q3	$201	Hold	5	–	–	﹤0.01%	798
2023 Q2	$201	Hold	5	–	–	﹤0.01%	500
2023 Q1	$171	Sell	5 -3	-38%	-$126	﹤0.01%	517
2022 Q4	$364	Buy	+8	New	+$343	﹤0.01%	530

Other funds holding OZK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

JFL

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

TFO Wealth Partners's OZK Position: Q2 2024 in Review

TFO Wealth Partners sold out of Bank OZK (OZK) in Q2 2024, closing a stake of 5 shares — an estimated $227 sold.

TFO Wealth Partners first reported a position in OZK in Q4 2022 and held it in 6 quarters. The position peaked at $364 in Q4 2022. 434 funds tracked by Wall St. Rank hold OZK as of Q2 2024.

TFO Wealth Partners reported no remaining Bank OZK position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 Bank OZK shares in Q2 2024, an estimated $227.
TFO Wealth Partners first reported a position in Bank OZK in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Bank OZK position peaked at $364 in Q4 2022.
434 funds tracked by Wall St. Rank held Bank OZK as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.