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Cooper Financial Group’s BOK Financial BOKF Stock Holding History

Cooper Financial Group’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
2022
Q4 		– Sell
-3,880
Closed -$345K – 296
2022
Q3 		$345K Sell
3,880
-2,979
-43% -$258K 0.12% 164
2022
Q2 		$518K Buy
6,859
+1,412
+26% +$119K 0.19% 124
2022
Q1 		$512K Buy
+5,447
New +$562K 0.19% 111

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooper Financial Group's BOKF Position: Q4 2022 in Review

Cooper Financial Group sold out of BOK Financial (BOKF) in Q4 2022, closing a stake of 3,880 shares — an estimated $345K sold.

Cooper Financial Group first reported a position in BOKF in Q1 2022 and held it in 3 quarters. The position peaked at $518K in Q2 2022. 236 funds tracked by Wall St. Rank hold BOKF as of Q4 2022.

  • Cooper Financial Group reported no remaining BOK Financial position as of Q4 2022 after selling out during the quarter.
  • Cooper Financial Group sold 3,880 BOK Financial shares in Q4 2022, an estimated $345K.
  • Cooper Financial Group first reported a position in BOK Financial in Q1 2022 and held it in 3 quarters.
  • Cooper Financial Group's BOK Financial position peaked at $518K in Q2 2022.
  • 236 funds tracked by Wall St. Rank held BOK Financial as of Q4 2022.

Based on Cooper Financial Group's 13F filing for Q4 2022, filed 13 Jan 2023.