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ALPS Advisors’s BOK Financial BOKF Stock Holding History

ALPS Advisors’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
Q3 		– Sell
-4,014
Closed -$368K – 1015
2024
Q2 		$368K Sell
4,014
-23
-0.6% -$2.08K ﹤0.01% 689
2024
Q1 		$371K Buy
4,037
+148
+4% +$12.5K ﹤0.01% 707
2023
Q4 		$333K Sell
3,889
-221
-5% -$16.7K ﹤0.01% 804
2023
Q3 		$329K Buy
+4,110
New +$348K ﹤0.01% 765
2022
Q1 		– Sell
-4,408
Closed -$465K – 843
2021
Q4 		$465K Buy
4,408
+53
+1% +$5.44K 0.01% 529
2021
Q3 		$390K Buy
+4,355
New +$373K ﹤0.01% 582
2014
Q1 		– Sell
-7,668
Closed -$493K – 594
2013
Q4 		$493K Buy
7,668
+3,710
+94% +$235K 0.01% 404
2013
Q3 		$251K Buy
+3,958
New +$261K ﹤0.01% 400

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
CWM
CIBC World Markets New York $20.8B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ALPS Advisors's BOKF Position: Q3 2024 in Review

ALPS Advisors sold out of BOK Financial (BOKF) in Q3 2024, closing a stake of 4,014 shares — an estimated $368K sold.

ALPS Advisors first reported a position in BOKF in Q3 2013 and held it in 8 quarters. The position peaked at $493K in Q4 2013. 233 funds tracked by Wall St. Rank hold BOKF as of Q3 2024.

  • ALPS Advisors reported no remaining BOK Financial position as of Q3 2024 after selling out during the quarter.
  • ALPS Advisors sold 4,014 BOK Financial shares in Q3 2024, an estimated $368K.
  • ALPS Advisors first reported a position in BOK Financial in Q3 2013 and held it in 8 quarters.
  • ALPS Advisors's BOK Financial position peaked at $493K in Q4 2013.
  • 233 funds tracked by Wall St. Rank held BOK Financial as of Q3 2024.

Based on ALPS Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.