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BOK Financial Private Wealth’s Brunswick BC Stock Holding History

BOK Financial Private Wealth’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24
Closed -$2.32K – 464
2023
Q4 		$2.32K Buy
+24
New +$1.91K ﹤0.01% 444

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BOK Financial Private Wealth's BC Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Brunswick (BC) in Q1 2024, closing a stake of 24 shares — an estimated $2.32K sold.

BOK Financial Private Wealth first reported a position in BC in Q4 2023 and held it in 1 quarter. The position peaked at $2.32K in Q4 2023. 396 funds tracked by Wall St. Rank hold BC as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Brunswick position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 24 Brunswick shares in Q1 2024, an estimated $2.32K.
  • BOK Financial Private Wealth first reported a position in Brunswick in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Brunswick position peaked at $2.32K in Q4 2023.
  • 396 funds tracked by Wall St. Rank held Brunswick as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.