Avior Wealth Management’s BOK Financial BOKF Stock Holding History

Avior 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	-53	Closed	-$4.37K	–	1573
2023 Q1	$4.47K	Buy	+53	New	+$5.18K	﹤0.01%	1234

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Avior Wealth Management sold out of BOK Financial (BOKF) in Q2 2023, closing a stake of 53 shares — an estimated $4.37K sold.

Avior Wealth Management first reported a position in BOKF in Q1 2023 and held it in 1 quarter. The position peaked at $4.47K in Q1 2023. 217 funds tracked by Wall St. Rank hold BOKF as of Q2 2023.

Avior Wealth Management reported no remaining BOK Financial position as of Q2 2023 after selling out during the quarter.
Avior Wealth Management sold 53 BOK Financial shares in Q2 2023, an estimated $4.37K.
Avior Wealth Management first reported a position in BOK Financial in Q1 2023 and held it in 1 quarter.
Avior Wealth Management's BOK Financial position peaked at $4.47K in Q1 2023.
217 funds tracked by Wall St. Rank held BOK Financial as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.