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Coppell Advisory Solutions’s BOK Financial BOKF Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		– Sell
-419
Closed -$43.5K – 1749
2023
Q3 		$43.5K Buy
+419
New +$35.5K 0.02% 367
2023
Q1 		– Sell
-419
Closed -$43.5K – 303
2022
Q4 		$43.5K Buy
+419
New +$42.5K 0.01% 369

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Coppell Advisory Solutions's BOKF Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of BOK Financial (BOKF) in Q4 2023, closing a stake of 419 shares — an estimated $43.5K sold.

Coppell Advisory Solutions first reported a position in BOKF in Q4 2022 and held it in 2 quarters. The position peaked at $43.5K in Q3 2023. 197 funds tracked by Wall St. Rank hold BOKF as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining BOK Financial position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 419 BOK Financial shares in Q4 2023, an estimated $43.5K.
  • Coppell Advisory Solutions first reported a position in BOK Financial in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's BOK Financial position peaked at $43.5K in Q3 2023.
  • 197 funds tracked by Wall St. Rank held BOK Financial as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.