Wedbush Securities’s Bank OZK OZK Stock Holding History

Wedbush Securities’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 Q1	–	Sell	-9,576	Closed	-$219K	–	945
2018 Q4	$219K	Buy	+9,576	New	+$266K	0.03%	655

Other funds holding OZK

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wedbush Securities's OZK Position: Q1 2019 in Review

Wedbush Securities sold out of Bank OZK (OZK) in Q1 2019, closing a stake of 9,576 shares — an estimated $219K sold.

Wedbush Securities first reported a position in OZK in Q4 2018 and held it in 1 quarter. The position peaked at $219K in Q4 2018. 331 funds tracked by Wall St. Rank hold OZK as of Q1 2019.

Wedbush Securities reported no remaining Bank OZK position as of Q1 2019 after selling out during the quarter.
Wedbush Securities sold 9,576 Bank OZK shares in Q1 2019, an estimated $219K.
Wedbush Securities first reported a position in Bank OZK in Q4 2018 and held it in 1 quarter.
Wedbush Securities's Bank OZK position peaked at $219K in Q4 2018.
331 funds tracked by Wall St. Rank held Bank OZK as of Q1 2019.

Based on Wedbush Securities's 13F filing for Q1 2019, filed 17 Apr 2019.