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Abacus Planning Group’s BOK Financial BOKF Stock Holding History

Abacus Planning Group’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,181
Closed -$205K – 201
2022
Q1 		$205K Hold
2,181
– – 0.06% 189
2021
Q4 		$230K Buy
+2,181
New +$224K 0.06% 179
2021
Q1 		– Sell
-7,181
Closed -$492K – 193
2020
Q4 		$492K Sell
7,181
-7,413
-51% -$478K 0.15% 97
2020
Q3 		$752K Sell
14,594
-2,227
-13% -$122K 0.27% 70
2020
Q2 		$949K Buy
16,821
+3,025
+22% +$155K 0.39% 54
2020
Q1 		$587K Sell
13,796
-3,635
-21% -$256K 0.29% 66
2019
Q4 		$1.52M Sell
17,431
-361
-2% -$29.4K 0.7% 26
2019
Q3 		$1.41M Buy
17,792
+502
+3% +$39.3K 0.7% 28
2019
Q2 		$1.3M Hold
17,290
– – 0.78% 26
2019
Q1 		$1.41M Buy
17,290
+1,260
+8% +$106K 0.88% 22
2018
Q4 		$1.18M Buy
16,030
+1,500
+10% +$127K 0.89% 24
2018
Q3 		$1.41M Hold
14,530
– – 0.95% 18
2018
Q2 		$1.36M Buy
+14,530
New +$1.47M 1.03% 21

Other funds holding BOKF

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Abacus Planning Group's BOKF Position: Q2 2022 in Review

Abacus Planning Group sold out of BOK Financial (BOKF) in Q2 2022, closing a stake of 2,181 shares — an estimated $205K sold.

Abacus Planning Group first reported a position in BOKF in Q2 2018 and held it in 13 quarters. The position peaked at $1.52M in Q4 2019. 190 funds tracked by Wall St. Rank hold BOKF as of Q2 2022.

  • Abacus Planning Group reported no remaining BOK Financial position as of Q2 2022 after selling out during the quarter.
  • Abacus Planning Group sold 2,181 BOK Financial shares in Q2 2022, an estimated $205K.
  • Abacus Planning Group first reported a position in BOK Financial in Q2 2018 and held it in 13 quarters.
  • Abacus Planning Group's BOK Financial position peaked at $1.52M in Q4 2019.
  • 190 funds tracked by Wall St. Rank held BOK Financial as of Q2 2022.

Based on Abacus Planning Group's 13F filing for Q2 2022, filed 18 Jul 2022.