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Capital Asset Advisory Services’s BOK Financial BOKF Stock Holding History

Capital Asset Advisory Services’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-367
Closed -$25K – 761
2020
Q4 		$25K Buy
+367
New +$23.7K ﹤0.01% 797

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Dimensional Fund Advisors
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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
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Capital Asset Advisory Services's BOKF Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of BOK Financial (BOKF) in Q1 2021, closing a stake of 367 shares — an estimated $25K sold.

Capital Asset Advisory Services first reported a position in BOKF in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 187 funds tracked by Wall St. Rank hold BOKF as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining BOK Financial position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 367 BOK Financial shares in Q1 2021, an estimated $25K.
  • Capital Asset Advisory Services first reported a position in BOK Financial in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's BOK Financial position peaked at $25K in Q4 2020.
  • 187 funds tracked by Wall St. Rank held BOK Financial as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.