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OZK icon

Wealthfront’s Bank OZK OZK Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-625
Closed -$27K – 822
2015
Q3 		$27K Buy
625
+416
+199% +$18.1K ﹤0.01% 659
2015
Q2 		$10K Buy
209
+139
+199% +$5.91K ﹤0.01% 836
2015
Q1 		$3K Buy
70
+69
+6,900% +$2.46K ﹤0.01% 930
2014
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 897

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's OZK Position: Q4 2015 in Review

Wealthfront sold out of Bank OZK (OZK) in Q4 2015, closing a stake of 625 shares — an estimated $27K sold.

Wealthfront first reported a position in OZK in Q4 2014 and held it in 4 quarters. The position peaked at $27K in Q3 2015. 287 funds tracked by Wall St. Rank hold OZK as of Q4 2015.

  • Wealthfront reported no remaining Bank OZK position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 625 Bank OZK shares in Q4 2015, an estimated $27K.
  • Wealthfront first reported a position in Bank OZK in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Bank OZK position peaked at $27K in Q3 2015.
  • 287 funds tracked by Wall St. Rank held Bank OZK as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.