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Parisi Gray Wealth Management’s Bank OZK OZK Stock Holding History

Parisi Gray 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
2018
Q2 		– Sell
-50
Closed -$2K – 634
2018
Q1 		$2K Sell
50
-28
-36% -$1.42K ﹤0.01% 567
2017
Q4 		$4K Buy
+78
New +$3.62K ﹤0.01% 571

Other funds holding OZK

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Parisi Gray Wealth Management's OZK Position: Q2 2018 in Review

Parisi Gray Wealth Management sold out of Bank OZK (OZK) in Q2 2018, closing a stake of 50 shares — an estimated $2K sold.

Parisi Gray Wealth Management first reported a position in OZK in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 338 funds tracked by Wall St. Rank hold OZK as of Q2 2018.

  • Parisi Gray Wealth Management reported no remaining Bank OZK position as of Q2 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 50 Bank OZK shares in Q2 2018, an estimated $2K.
  • Parisi Gray Wealth Management first reported a position in Bank OZK in Q4 2017 and held it in 2 quarters.
  • Parisi Gray Wealth Management's Bank OZK position peaked at $4K in Q4 2017.
  • 338 funds tracked by Wall St. Rank held Bank OZK as of Q2 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.