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Capital Performance Advisors’s BOK Financial BOKF Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-150
Closed -$15.7K – 516
2024
Q3 		$15.7K Buy
+150
New +$15.1K ﹤0.01% 680

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital Performance Advisors's BOKF Position: Q4 2024 in Review

Capital Performance Advisors sold out of BOK Financial (BOKF) in Q4 2024, closing a stake of 150 shares — an estimated $15.7K sold.

Capital Performance Advisors first reported a position in BOKF in Q3 2024 and held it in 1 quarter. The position peaked at $15.7K in Q3 2024. 254 funds tracked by Wall St. Rank hold BOKF as of Q4 2024.

  • Capital Performance Advisors reported no remaining BOK Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 150 BOK Financial shares in Q4 2024, an estimated $15.7K.
  • Capital Performance Advisors first reported a position in BOK Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's BOK Financial position peaked at $15.7K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held BOK Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.