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Garrett Wealth Advisory Group’s Bank OZK OZK Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-200
Closed -$5.45K – 474
2019
Q3 		$5.45K Buy
+200
New +$5.56K ﹤0.01% 358

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
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Garrett Wealth Advisory Group's OZK Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Bank OZK (OZK) in Q4 2019, closing a stake of 200 shares — an estimated $5.45K sold.

Garrett Wealth Advisory Group first reported a position in OZK in Q3 2019 and held it in 1 quarter. The position peaked at $5.45K in Q3 2019. 335 funds tracked by Wall St. Rank hold OZK as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Bank OZK position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 200 Bank OZK shares in Q4 2019, an estimated $5.45K.
  • Garrett Wealth Advisory Group first reported a position in Bank OZK in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Bank OZK position peaked at $5.45K in Q3 2019.
  • 335 funds tracked by Wall St. Rank held Bank OZK as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.