BOK Financial Private Wealth’s American Strategic Investment Co NYC Stock Holding History

BOK Financial Private Wealth’s Portfolio NYC Stock Details NYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13	Closed	-$111	–	615
2024 Q4	$111	Hold	13	–	–	﹤0.01%	639
2024 Q3	$121	Hold	13	–	–	﹤0.01%	512
2024 Q2	$125	Hold	13	–	–	﹤0.01%	457
2024 Q1	$83	Hold	13	–	–	﹤0.01%	450
2023 Q4	$104	Buy	+13	New	+$108	﹤0.01%	509

Other funds holding NYC

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

BOK Financial Private Wealth's NYC Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of American Strategic Investment Co (NYC) in Q1 2025, closing a stake of 13 shares — an estimated $111 sold.

BOK Financial Private Wealth first reported a position in NYC in Q4 2023 and held it in 5 quarters. The position peaked at $125 in Q2 2024. 19 funds tracked by Wall St. Rank hold NYC as of Q1 2025.

BOK Financial Private Wealth reported no remaining American Strategic Investment Co position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 13 American Strategic Investment Co shares in Q1 2025, an estimated $111.
BOK Financial Private Wealth first reported a position in American Strategic Investment Co in Q4 2023 and held it in 5 quarters.
BOK Financial Private Wealth's American Strategic Investment Co position peaked at $125 in Q2 2024.
19 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.