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Benjamin F. Edwards & Company’s BOK Financial BOKF Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-248
Closed -$26K – 1786
2022
Q4 		$26K Buy
+248
New +$25.1K ﹤0.01% 1221

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Benjamin F. Edwards & Company's BOKF Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of BOK Financial (BOKF) in Q1 2023, closing a stake of 248 shares — an estimated $26K sold.

Benjamin F. Edwards & Company first reported a position in BOKF in Q4 2022 and held it in 1 quarter. The position peaked at $26K in Q4 2022. 221 funds tracked by Wall St. Rank hold BOKF as of Q1 2023.

  • Benjamin F. Edwards & Company reported no remaining BOK Financial position as of Q1 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 248 BOK Financial shares in Q1 2023, an estimated $26K.
  • Benjamin F. Edwards & Company first reported a position in BOK Financial in Q4 2022 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's BOK Financial position peaked at $26K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held BOK Financial as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.