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Corient Capital Partners’s BOK Financial BOKF Stock Holding History

Corient Capital Partners’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
-5,072
Closed -$348K – 620
2020
Q4 		$348K Sell
5,072
-243
-5% -$15.7K 0.03% 345
2020
Q3 		$274K Sell
5,315
-771
-13% -$42.4K 0.03% 361
2020
Q2 		$343K Buy
6,086
+523
+9% +$26.8K 0.04% 304
2020
Q1 		$237K Sell
5,563
-122
-2% -$8.6K 0.04% 332
2019
Q4 		$496K Sell
5,685
-375
-6% -$30.6K 0.06% 279
2019
Q3 		$479K Sell
6,060
-264
-4% -$20.7K 0.07% 270
2019
Q2 		$478K Sell
6,324
-1,233
-16% -$100K 0.07% 243
2019
Q1 		$617K Buy
7,557
+751
+11% +$63.1K 0.1% 194
2018
Q4 		$499K Sell
6,806
-2,625
-28% -$222K 0.09% 207
2018
Q3 		$917K Hold
9,431
– – 0.15% 149
2018
Q2 		$887K Buy
9,431
+1,290
+16% +$131K 0.15% 151
2018
Q1 		$806K Buy
8,141
+1,479
+22% +$143K 0.15% 144
2017
Q4 		$615K Buy
6,662
+530
+9% +$46.8K 0.1% 175
2017
Q3 		$546K Buy
6,132
+41
+0.7% +$3.42K 0.1% 172
2017
Q2 		$512K Buy
6,091
+150
+3% +$12.2K 0.08% 202
2017
Q1 		$465K Buy
5,941
+455
+8% +$37.1K 0.07% 210
2016
Q4 		$456K Sell
5,486
-82
-1% -$6.3K 0.08% 209
2016
Q3 		$384K Buy
+5,568
New +$370K 0.07% 222

Other funds holding BOKF

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
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

Corient Capital Partners's BOKF Position: Q1 2021 in Review

Corient Capital Partners sold out of BOK Financial (BOKF) in Q1 2021, closing a stake of 5,072 shares — an estimated $348K sold.

Corient Capital Partners first reported a position in BOKF in Q3 2016 and held it in 18 quarters. The position peaked at $917K in Q3 2018. 187 funds tracked by Wall St. Rank hold BOKF as of Q1 2021.

  • Corient Capital Partners reported no remaining BOK Financial position as of Q1 2021 after selling out during the quarter.
  • Corient Capital Partners sold 5,072 BOK Financial shares in Q1 2021, an estimated $348K.
  • Corient Capital Partners first reported a position in BOK Financial in Q3 2016 and held it in 18 quarters.
  • Corient Capital Partners's BOK Financial position peaked at $917K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held BOK Financial as of Q1 2021.

Based on Corient Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.