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Doyle Wealth Management’s Bank OZK OZK Stock Holding History

Doyle 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
2019
Q3 		– Sell
-200
Closed -$6K – 583
2019
Q2 		$6K Buy
+200
New +$6.2K ﹤0.01% 713
2019
Q1 		– Sell
-200
Closed -$5K – 567
2018
Q4 		$5K Buy
+200
New +$5.55K ﹤0.01% 724

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

Doyle Wealth Management's OZK Position: Q3 2019 in Review

Doyle Wealth Management sold out of Bank OZK (OZK) in Q3 2019, closing a stake of 200 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in OZK in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 306 funds tracked by Wall St. Rank hold OZK as of Q3 2019.

  • Doyle Wealth Management reported no remaining Bank OZK position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 200 Bank OZK shares in Q3 2019, an estimated $6K.
  • Doyle Wealth Management first reported a position in Bank OZK in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Bank OZK position peaked at $6K in Q2 2019.
  • 306 funds tracked by Wall St. Rank held Bank OZK as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.