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AE Wealth Management’s BOK Financial BOKF Stock Holding History

AE Wealth Management’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
2023
Q2 		– Sell
-6,592
Closed -$556K – 1911
2023
Q1 		$556K Buy
6,592
+1,183
+22% +$116K ﹤0.01% 1300
2022
Q4 		$561K Buy
+5,409
New +$548K ﹤0.01% 1255

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AE Wealth Management's BOKF Position: Q2 2023 in Review

AE Wealth Management sold out of BOK Financial (BOKF) in Q2 2023, closing a stake of 6,592 shares — an estimated $556K sold.

AE Wealth Management first reported a position in BOKF in Q4 2022 and held it in 2 quarters. The position peaked at $561K in Q4 2022. 217 funds tracked by Wall St. Rank hold BOKF as of Q2 2023.

  • AE Wealth Management reported no remaining BOK Financial position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 6,592 BOK Financial shares in Q2 2023, an estimated $556K.
  • AE Wealth Management first reported a position in BOK Financial in Q4 2022 and held it in 2 quarters.
  • AE Wealth Management's BOK Financial position peaked at $561K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held BOK Financial as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.