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Legacy Financial Advisors’s Bank OZK OZK Stock Holding History

Legacy Financial Advisors’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
-34
Closed -$1K – 671
2019
Q1 		$1K Buy
+34
New +$1.03K ﹤0.01% 999
2018
Q4 		– Sell
-100
Closed -$3K – 1034
2018
Q3 		$3K Buy
100
+54
+117% +$2.22K ﹤0.01% 770
2018
Q2 		$2K Sell
46
-60
-57% -$2.86K ﹤0.01% 829
2018
Q1 		$4K Buy
106
+60
+130% +$3.04K ﹤0.01% 688
2017
Q4 		$2K Buy
+46
New +$2.14K ﹤0.01% 749

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

Legacy Financial Advisors's OZK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Bank OZK (OZK) in Q2 2019, closing a stake of 34 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in OZK in Q4 2017 and held it in 5 quarters. The position peaked at $4K in Q1 2018. 328 funds tracked by Wall St. Rank hold OZK as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Bank OZK position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 34 Bank OZK shares in Q2 2019, an estimated $1K.
  • Legacy Financial Advisors first reported a position in Bank OZK in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Bank OZK position peaked at $4K in Q1 2018.
  • 328 funds tracked by Wall St. Rank held Bank OZK as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.