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Destination Wealth Management’s Bank OZK OZK Stock Holding History

Destination 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
2018
Q4 		– Sell
-81
Closed -$3K – 658
2018
Q3 		$3K Buy
+81
New +$3.33K ﹤0.01% 549

Other funds holding OZK

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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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Destination Wealth Management's OZK Position: Q4 2018 in Review

Destination Wealth Management sold out of Bank OZK (OZK) in Q4 2018, closing a stake of 81 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in OZK in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 302 funds tracked by Wall St. Rank hold OZK as of Q4 2018.

  • Destination Wealth Management reported no remaining Bank OZK position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 81 Bank OZK shares in Q4 2018, an estimated $3K.
  • Destination Wealth Management first reported a position in Bank OZK in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Bank OZK position peaked at $3K in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Bank OZK as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.