BOK Financial Private Wealth’s PetMed Express PETS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-65	Closed	-$667	–	536
2023 Q3	$667	Hold	65	–	–	﹤0.01%	371
2023 Q2	$897	Hold	65	–	–	﹤0.01%	346
2023 Q1	$1.06K	Hold	65	–	–	﹤0.01%	454
2022 Q4	$1.15K	Hold	65	–	–	﹤0.01%	350
2022 Q3	$1K	Hold	65	–	–	﹤0.01%	358
2022 Q2	$1K	Buy	+65	New	+$1.45K	﹤0.01%	364

Other funds holding PETS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

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

BOK Financial Private Wealth's PETS Position: Q4 2023 in Review

BOK Financial Private Wealth sold out of PetMed Express (PETS) in Q4 2023, closing a stake of 65 shares — an estimated $667 sold.

BOK Financial Private Wealth first reported a position in PETS in Q2 2022 and held it in 6 quarters. The position peaked at $1.15K in Q4 2022. 130 funds tracked by Wall St. Rank hold PETS as of Q4 2023.

BOK Financial Private Wealth reported no remaining PetMed Express position as of Q4 2023 after selling out during the quarter.
BOK Financial Private Wealth sold 65 PetMed Express shares in Q4 2023, an estimated $667.
BOK Financial Private Wealth first reported a position in PetMed Express in Q2 2022 and held it in 6 quarters.
BOK Financial Private Wealth's PetMed Express position peaked at $1.15K in Q4 2022.
130 funds tracked by Wall St. Rank held PetMed Express as of Q4 2023.

Based on BOK Financial Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.