Carroll Financial Associates’s BOK Financial BOKF Stock Holding History

Carroll Financial Associates’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 Q4	$1K	Hold	12	–	–	﹤0.01%	1533
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	1614
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	1613
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	1548
2020 Q4	$0	Hold	12	–	–	﹤0.01%	1533
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1501
2020 Q2	$0	Hold	12	–	–	﹤0.01%	1523
2020 Q1	$0	Hold	12	–	–	﹤0.01%	1460
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	1421
2019 Q3	$0	Hold	12	–	–	﹤0.01%	1528
2019 Q2	$0	Buy	+12	New	+$973	﹤0.01%	1576

Other funds holding BOKF

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Carroll Financial Associates's BOKF Position: Q4 2021 in Review

Carroll Financial Associates held its BOK Financial (BOKF) position steady in Q4 2021 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Carroll Financial Associates first reported a position in BOKF in Q2 2019 and has held it in 11 quarters since. 189 funds tracked by Wall St. Rank hold BOKF as of Q4 2021.

Carroll Financial Associates held 12 shares of BOK Financial worth $1K as of Q4 2021.
Carroll Financial Associates left its BOK Financial share count unchanged in Q4 2021.
BOK Financial made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1533 holding.
Carroll Financial Associates first reported a position in BOK Financial in Q2 2019 and has held it in 11 quarters since.
189 funds tracked by Wall St. Rank held BOK Financial as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.