Baystate Wealth Management’s BOK Financial BOKF Stock Holding History

Baystate 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 Q4	$16.9K	Buy	197 +1	+0.5%	+$75	﹤0.01%	600
2023 Q3	$15.7K	Buy	196 +2	+1%	+$169	﹤0.01%	507
2023 Q2	$15.7K	Buy	194 +1	+0.5%	+$82	﹤0.01%	492
2023 Q1	$16.3K	Buy	193 +1	+0.5%	+$98	﹤0.01%	484
2022 Q4	$20K	Buy	192 +1	+0.5%	+$101	﹤0.01%	458
2022 Q3	$17K	Buy	191 +1	+0.5%	+$87	﹤0.01%	447
2022 Q2	$14K	Buy	190 +1	+0.5%	+$84	﹤0.01%	505
2022 Q1	$18K	Buy	189 +1	+0.5%	+$103	﹤0.01%	481
2021 Q4	$20K	Buy	188 +1	+0.5%	+$103	﹤0.01%	470
2021 Q3	$17K	Buy	187 +1	+0.5%	+$86	﹤0.01%	454
2021 Q2	$16K	Buy	186 +1	+0.5%	+$89	﹤0.01%	451
2021 Q1	$17K	Buy	185 +1	+0.5%	+$85	﹤0.01%	399
2020 Q4	$13K	Buy	184 +1	+0.5%	+$64	﹤0.01%	403
2020 Q3	$9K	Buy	183 +2	+1%	+$110	﹤0.01%	405
2020 Q2	$10K	Buy	+181	New	+$9.27K	﹤0.01%	386

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Baystate Wealth Management's BOKF Position: Q4 2023 in Review

Baystate Wealth Management increased its BOK Financial (BOKF) stake by 0.51% in Q4 2023, buying an estimated $75 and bringing the position to 197 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Baystate Wealth Management first reported a position in BOKF in Q2 2020 and has held it in 15 quarters since. The position peaked at $20K in Q4 2022. 197 funds tracked by Wall St. Rank hold BOKF as of Q4 2023.

Baystate Wealth Management held 197 shares of BOK Financial worth $16.9K as of Q4 2023.
Baystate Wealth Management bought 1 BOK Financial share in Q4 2023, an estimated $75.
BOK Financial made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #600 holding.
Baystate Wealth Management first reported a position in BOK Financial in Q2 2020 and has held it in 15 quarters since.
Baystate Wealth Management's BOK Financial position peaked at $20K in Q4 2022.
197 funds tracked by Wall St. Rank held BOK Financial as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.