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Stratos Wealth Partners’s Bank OZK OZK Stock Holding History

Stratos 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
2018
Q4 		– Sell
-468
Closed -$18K – 1986
2018
Q3 		$18K Buy
+468
New +$19.2K ﹤0.01% 1937
2018
Q2 		– Sell
-562
Closed -$27K – 2087
2018
Q1 		$27K Sell
562
-24
-4% -$1.21K ﹤0.01% 1890
2017
Q4 		$28K Buy
+586
New +$27.2K ﹤0.01% 1788

Other funds holding OZK

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's OZK Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Bank OZK (OZK) in Q4 2018, closing a stake of 468 shares — an estimated $18K sold.

Stratos Wealth Partners first reported a position in OZK in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q4 2017. 302 funds tracked by Wall St. Rank hold OZK as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Bank OZK position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 468 Bank OZK shares in Q4 2018, an estimated $18K.
  • Stratos Wealth Partners first reported a position in Bank OZK in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Bank OZK position peaked at $28K in Q4 2017.
  • 302 funds tracked by Wall St. Rank held Bank OZK as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.