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Harvest Group Wealth Management’s Bank OZK OZK Stock Holding History

Harvest Group 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
2020
Q2 		– Sell
-7
Closed – – 758
2020
Q1 		$0 Sell
7
-111
-94% -$2.85K ﹤0.01% 864
2019
Q4 		$3K Hold
118
– – ﹤0.01% 525
2019
Q3 		$3K Buy
118
+25
+27% +$695 ﹤0.01% 583
2019
Q2 		$2K Hold
93
– – ﹤0.01% 586
2019
Q1 		$3K Buy
+93
New +$2.81K ﹤0.01% 528

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Harvest Group Wealth Management's OZK Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Bank OZK (OZK) in Q2 2020, closing a stake of 7 shares.

Harvest Group Wealth Management first reported a position in OZK in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 289 funds tracked by Wall St. Rank hold OZK as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Bank OZK position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 Bank OZK shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Bank OZK in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Bank OZK position peaked at $3K in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Bank OZK as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.