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Atlas Private Wealth Management’s Bank OZK OZK Stock Holding History

Atlas Private Wealth Management’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
2020
Q3 		– Sell
-1,032
Closed -$24K – 451
2020
Q2 		$24K Buy
1,032
+8
+0.8% +$172 0.02% 252
2020
Q1 		$17K Buy
1,024
+5
+0.5% +$129 0.02% 261
2019
Q4 		$31K Buy
+1,019
New +$29.9K 0.02% 238

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Atlas Private Wealth Management's OZK Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Bank OZK (OZK) in Q3 2020, closing a stake of 1,032 shares — an estimated $24K sold.

Atlas Private Wealth Management first reported a position in OZK in Q4 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 286 funds tracked by Wall St. Rank hold OZK as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Bank OZK position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 1,032 Bank OZK shares in Q3 2020, an estimated $24K.
  • Atlas Private Wealth Management first reported a position in Bank OZK in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's Bank OZK position peaked at $31K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Bank OZK as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.