IWP
OZK icon

Icon Wealth Partners’s Bank OZK OZK Stock Holding History

Icon Wealth Partners’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
-1,819
Closed -$53K – 589
2019
Q1 		$53K Buy
+1,819
New +$55.1K 0.02% 353
2018
Q3 		– Sell
-1,566
Closed -$71K – 591
2018
Q2 		$71K Buy
+1,566
New +$74.6K 0.03% 307
2018
Q1 		– Sell
-1,506
Closed -$73K – 591
2017
Q4 		$73K Buy
+1,506
New +$69.9K 0.04% 330

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

Icon Wealth Partners's OZK Position: Q2 2019 in Review

Icon Wealth Partners sold out of Bank OZK (OZK) in Q2 2019, closing a stake of 1,819 shares — an estimated $53K sold.

Icon Wealth Partners first reported a position in OZK in Q4 2017 and held it in 3 quarters. The position peaked at $73K in Q4 2017. 328 funds tracked by Wall St. Rank hold OZK as of Q2 2019.

  • Icon Wealth Partners reported no remaining Bank OZK position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 1,819 Bank OZK shares in Q2 2019, an estimated $53K.
  • Icon Wealth Partners first reported a position in Bank OZK in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Bank OZK position peaked at $73K in Q4 2017.
  • 328 funds tracked by Wall St. Rank held Bank OZK as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.