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BOK Financial Private Wealth’s Element Solutions ESI Stock Holding History

BOK Financial Private Wealth’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-87
Closed -$2.01K – 488
2023
Q4 		$2.01K Buy
+87
New +$1.76K ﹤0.01% 462
2023
Q2 		– Sell
-73
Closed -$1.41K – 389
2023
Q1 		$1.41K Buy
+73
New +$1.44K ﹤0.01% 445

Other funds holding ESI

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BOK Financial Private Wealth sold out of Element Solutions (ESI) in Q1 2024, closing a stake of 87 shares — an estimated $2.01K sold.

BOK Financial Private Wealth first reported a position in ESI in Q1 2023 and held it in 2 quarters. The position peaked at $2.01K in Q4 2023. 299 funds tracked by Wall St. Rank hold ESI as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Element Solutions position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 87 Element Solutions shares in Q1 2024, an estimated $2.01K.
  • BOK Financial Private Wealth first reported a position in Element Solutions in Q1 2023 and held it in 2 quarters.
  • BOK Financial Private Wealth's Element Solutions position peaked at $2.01K in Q4 2023.
  • 299 funds tracked by Wall St. Rank held Element Solutions as of Q1 2024.

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