WP
OZK icon

WealthSource Partners’s Bank OZK OZK Stock Holding History

WealthSource 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
Q1 		– Sell
-7,815
Closed -$379K – 320
2017
Q4 		$379K Sell
7,815
-200
-2% -$9.29K 0.12% 169
2017
Q3 		$385K Buy
8,015
+150
+2% +$6.68K 0.13% 171
2017
Q2 		$369K Sell
7,865
-900
-10% -$42.8K 0.13% 166
2017
Q1 		$456K Buy
8,765
+150
+2% +$8.07K 0.17% 135
2016
Q4 		$453K Buy
8,615
+350
+4% +$15.6K 0.19% 111
2016
Q3 		$317K Buy
+8,265
New +$313K 0.12% 178

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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