WA
OZK icon

WFG Advisors’s Bank OZK OZK Stock Holding History

WFG Advisors’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
2017
Q2 		$24K Hold
510
– – 0.01% 902
2017
Q1 		$27K Hold
510
– – 0.01% 817
2016
Q4 		$27K Hold
510
– – 0.01% 865
2016
Q3 		$20K Hold
510
– – 0.01% 951
2016
Q2 		$19K Sell
510
-2,600
-84% -$102K 0.01% 929
2016
Q1 		$131K Sell
3,110
-500
-14% -$21.1K 0.04% 423
2015
Q4 		$179K Buy
3,610
+4
+0.1% +$201 0.05% 315
2015
Q3 		$158K Buy
3,606
+3
+0.1% +$131 0.05% 342
2015
Q2 		$165K Buy
+3,603
New +$153K 0.05% 393
2014
Q1 		– Sell
-200
Closed -$6K – 2160
2013
Q4 		$6K Hold
200
– – ﹤0.01% 1716
2013
Q3 		$5K Hold
200
– – ﹤0.01% 1743
2013
Q2 		$4K Buy
+200
New +$4.26K ﹤0.01% 1730

Other funds holding OZK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return