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Alpha DNA Investment Management’s BOK Financial BOKF Stock Holding History

Alpha DNA Investment 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
2024
Q2 		– Sell
-6,708
Closed -$617K – 209
2024
Q1 		$617K Buy
+6,708
New +$569K 0.23% 97
2023
Q2 		– Sell
-12,080
Closed -$1.02M – 165
2023
Q1 		$1.02M Buy
12,080
+1,986
+20% +$194K 0.3% 112
2022
Q4 		$1.05M Buy
+10,094
New +$1.02M 0.37% 111

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Alpha DNA Investment Management's BOKF Position: Q2 2024 in Review

Alpha DNA Investment Management sold out of BOK Financial (BOKF) in Q2 2024, closing a stake of 6,708 shares — an estimated $617K sold.

Alpha DNA Investment Management first reported a position in BOKF in Q4 2022 and held it in 3 quarters. The position peaked at $1.05M in Q4 2022. 218 funds tracked by Wall St. Rank hold BOKF as of Q2 2024.

  • Alpha DNA Investment Management reported no remaining BOK Financial position as of Q2 2024 after selling out during the quarter.
  • Alpha DNA Investment Management sold 6,708 BOK Financial shares in Q2 2024, an estimated $617K.
  • Alpha DNA Investment Management first reported a position in BOK Financial in Q4 2022 and held it in 3 quarters.
  • Alpha DNA Investment Management's BOK Financial position peaked at $1.05M in Q4 2022.
  • 218 funds tracked by Wall St. Rank held BOK Financial as of Q2 2024.

Based on Alpha DNA Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.