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Ashton Thomas Private Wealth’s BOK Financial BOKF Stock Holding History

Ashton Thomas Private Wealth’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
-55
Closed -$5.04K – 775
2024
Q2 		$5.04K Buy
+55
New +$4.97K ﹤0.01% 1554

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

Ashton Thomas Private Wealth's BOKF Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of BOK Financial (BOKF) in Q3 2024, closing a stake of 55 shares — an estimated $5.04K sold.

Ashton Thomas Private Wealth first reported a position in BOKF in Q2 2024 and held it in 1 quarter. The position peaked at $5.04K in Q2 2024. 233 funds tracked by Wall St. Rank hold BOKF as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining BOK Financial position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 55 BOK Financial shares in Q3 2024, an estimated $5.04K.
  • Ashton Thomas Private Wealth first reported a position in BOK Financial in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's BOK Financial position peaked at $5.04K in Q2 2024.
  • 233 funds tracked by Wall St. Rank held BOK Financial as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.