Wealthcare Advisory Partners’s Bank OZK OZK Stock Holding History

Wealthcare Advisory 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
2020 Q1	–	Sell	-69	Closed	-$2K	–	1562
2019 Q4	$2K	Hold	69	–	–	﹤0.01%	1269
2019 Q3	$2K	Hold	69	–	–	﹤0.01%	1231
2019 Q2	$2K	Hold	69	–	–	﹤0.01%	1191
2019 Q1	$2K	Hold	69	–	–	﹤0.01%	1107
2018 Q4	$2K	Hold	69	–	–	﹤0.01%	1087
2018 Q3	$3K	Hold	69	–	–	﹤0.01%	1083
2018 Q2	$3K	Hold	69	–	–	﹤0.01%	1081
2018 Q1	$3K	Buy	+69	New	+$3.49K	﹤0.01%	929

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

Wealthcare Advisory Partners's OZK Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of Bank OZK (OZK) in Q1 2020, closing a stake of 69 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in OZK in Q1 2018 and held it in 8 quarters. The position peaked at $3K in Q3 2018. 289 funds tracked by Wall St. Rank hold OZK as of Q1 2020.

Wealthcare Advisory Partners reported no remaining Bank OZK position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 69 Bank OZK shares in Q1 2020, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Bank OZK in Q1 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's Bank OZK position peaked at $3K in Q3 2018.
289 funds tracked by Wall St. Rank held Bank OZK as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.