BFPW
TAXF icon

BOK Financial Private Wealth’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

BOK Financial Private Wealth’s Portfolio TAXF Stock Details TAXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-410
Closed -$20K – 384
2022
Q2 		$20K Buy
+410
New +$20.5K ﹤0.01% 317

Other funds holding TAXF

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOK Financial Private Wealth's TAXF Position: Q3 2022 in Review

BOK Financial Private Wealth sold out of American Century Diversified Municipal Bond ETF (TAXF) in Q3 2022, closing a stake of 410 shares — an estimated $20K sold.

BOK Financial Private Wealth first reported a position in TAXF in Q2 2022 and held it in 1 quarter. The position peaked at $20K in Q2 2022. 53 funds tracked by Wall St. Rank hold TAXF as of Q3 2022.

  • BOK Financial Private Wealth reported no remaining American Century Diversified Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • BOK Financial Private Wealth sold 410 American Century Diversified Municipal Bond ETF shares in Q3 2022, an estimated $20K.
  • BOK Financial Private Wealth first reported a position in American Century Diversified Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • BOK Financial Private Wealth's American Century Diversified Municipal Bond ETF position peaked at $20K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q3 2022.

Based on BOK Financial Private Wealth's 13F filing for Q3 2022, filed 4 Nov 2022.