Avantax Planning Partners’s Bank OZK OZK Stock Holding History

Avantax Planning 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
2018 Q2	–	Sell	-100	Closed	-$5K	–	1095
2018 Q1	$5K	Buy	+100	New	+$5.06K	﹤0.01%	1342

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Avantax Planning Partners's OZK Position: Q2 2018 in Review

Avantax Planning Partners sold out of Bank OZK (OZK) in Q2 2018, closing a stake of 100 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in OZK in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 338 funds tracked by Wall St. Rank hold OZK as of Q2 2018.

Avantax Planning Partners reported no remaining Bank OZK position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 100 Bank OZK shares in Q2 2018, an estimated $5K.
Avantax Planning Partners first reported a position in Bank OZK in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Bank OZK position peaked at $5K in Q1 2018.
338 funds tracked by Wall St. Rank held Bank OZK as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.