Omnia Family Wealth’s Bank OZK OZK Stock Holding History

Omnia Family Wealth’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	-118	Closed	-$3K	–	398
2019 Q1	$3K	Hold	118	–	–	﹤0.01%	406
2018 Q4	$3K	Buy	+118	New	+$3.27K	﹤0.01%	353

Other funds holding OZK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Omnia Family Wealth's OZK Position: Q2 2019 in Review

Omnia Family Wealth sold out of Bank OZK (OZK) in Q2 2019, closing a stake of 118 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in OZK in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 328 funds tracked by Wall St. Rank hold OZK as of Q2 2019.

Omnia Family Wealth reported no remaining Bank OZK position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 118 Bank OZK shares in Q2 2019, an estimated $3K.
Omnia Family Wealth first reported a position in Bank OZK in Q4 2018 and held it in 2 quarters.
Omnia Family Wealth's Bank OZK position peaked at $3K in Q1 2019.
328 funds tracked by Wall St. Rank held Bank OZK as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.