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Edge Wealth Management’s Bank OZK OZK Stock Holding History

Edge 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
Q2 		– Sell
-22
Closed -$1K – 622
2019
Q1 		$1K Buy
+22
New +$666 ﹤0.01% 538
2018
Q4 		– Sell
-19,839
Closed -$753K – 606
2018
Q3 		$753K Sell
19,839
-158
-0.8% -$6.49K 0.18% 75
2018
Q2 		$901K Hold
19,997
– – 0.23% 65
2018
Q1 		$965K Sell
19,997
-100
-0.5% -$5.06K 0.26% 63
2017
Q4 		$976K Buy
20,097
+7,700
+62% +$357K 0.28% 55
2017
Q3 		$599K Buy
12,397
+7,497
+153% +$334K 0.18% 68
2017
Q2 		$235K Buy
+4,900
New +$233K 0.07% 122

Other funds holding OZK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Edge Wealth Management's OZK Position: Q2 2019 in Review

Edge Wealth Management sold out of Bank OZK (OZK) in Q2 2019, closing a stake of 22 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in OZK in Q2 2017 and held it in 7 quarters. The position peaked at $976K in Q4 2017. 328 funds tracked by Wall St. Rank hold OZK as of Q2 2019.

  • Edge Wealth Management reported no remaining Bank OZK position as of Q2 2019 after selling out during the quarter.
  • Edge Wealth Management sold 22 Bank OZK shares in Q2 2019, an estimated $1K.
  • Edge Wealth Management first reported a position in Bank OZK in Q2 2017 and held it in 7 quarters.
  • Edge Wealth Management's Bank OZK position peaked at $976K in Q4 2017.
  • 328 funds tracked by Wall St. Rank held Bank OZK as of Q2 2019.

Based on Edge Wealth Management's 13F filing for Q2 2019, filed 15 Jul 2019.