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Wealthspire Advisors (Maryland)’s Bank OZK OZK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-242
Closed -$7K – 1537
2019
Q1 		$7K Buy
242
+49
+25% +$1.48K ﹤0.01% 1686
2018
Q4 		$4K Buy
193
+153
+383% +$4.24K ﹤0.01% 1845
2018
Q3 		$2K Sell
40
-132
-77% -$5.42K ﹤0.01% 2175
2018
Q2 		$8K Sell
172
-1,014
-85% -$48.3K ﹤0.01% 1625
2018
Q1 		$57K Buy
1,186
+62
+6% +$3.14K 0.01% 931
2017
Q4 		$54K Buy
1,124
+25
+2% +$1.16K 0.01% 972
2017
Q3 		$53K Buy
1,099
+996
+967% +$44.4K 0.01% 958
2017
Q2 		$5K Buy
+103
New +$4.9K ﹤0.01% 1776

Other funds holding OZK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

Wealthspire Advisors (Maryland)'s OZK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bank OZK (OZK) in Q2 2019, closing a stake of 242 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in OZK in Q2 2017 and held it in 8 quarters. The position peaked at $57K in Q1 2018. 328 funds tracked by Wall St. Rank hold OZK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Bank OZK position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 242 Bank OZK shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Bank OZK in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Bank OZK position peaked at $57K in Q1 2018.
  • 328 funds tracked by Wall St. Rank held Bank OZK as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.