Parcion Private Wealth’s Bank OZK OZK Stock Holding History

Parcion Private 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
2020 Q1	–	Sell	-8,330	Closed	-$254K	–	219
2019 Q4	$254K	Buy	+8,330	New	+$244K	0.06%	174

Other funds holding OZK

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Parcion Private Wealth's OZK Position: Q1 2020 in Review

Parcion Private Wealth sold out of Bank OZK (OZK) in Q1 2020, closing a stake of 8,330 shares — an estimated $254K sold.

Parcion Private Wealth first reported a position in OZK in Q4 2019 and held it in 1 quarter. The position peaked at $254K in Q4 2019. 289 funds tracked by Wall St. Rank hold OZK as of Q1 2020.

Parcion Private Wealth reported no remaining Bank OZK position as of Q1 2020 after selling out during the quarter.
Parcion Private Wealth sold 8,330 Bank OZK shares in Q1 2020, an estimated $254K.
Parcion Private Wealth first reported a position in Bank OZK in Q4 2019 and held it in 1 quarter.
Parcion Private Wealth's Bank OZK position peaked at $254K in Q4 2019.
289 funds tracked by Wall St. Rank held Bank OZK as of Q1 2020.

Based on Parcion Private Wealth's 13F filing for Q1 2020, filed 29 Apr 2020.