Crewe Advisors’s BOK Financial BOKF Stock Holding History

Crewe 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
2023 Q1	–	Sell	-37	Closed	-$3.84K	–	837
2022 Q4	$3.84K	Sell	37 -103	-74%	-$10.4K	﹤0.01%	723
2022 Q3	$12K	Hold	140	–	–	﹤0.01%	599
2022 Q2	$11K	Buy	+140	New	+$11.8K	﹤0.01%	562

Other funds holding BOKF

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Crewe Advisors's BOKF Position: Q1 2023 in Review

Crewe Advisors sold out of BOK Financial (BOKF) in Q1 2023, closing a stake of 37 shares — an estimated $3.84K sold.

Crewe Advisors first reported a position in BOKF in Q2 2022 and held it in 3 quarters. The position peaked at $12K in Q3 2022. 221 funds tracked by Wall St. Rank hold BOKF as of Q1 2023.

Crewe Advisors reported no remaining BOK Financial position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 37 BOK Financial shares in Q1 2023, an estimated $3.84K.
Crewe Advisors first reported a position in BOK Financial in Q2 2022 and held it in 3 quarters.
Crewe Advisors's BOK Financial position peaked at $12K in Q3 2022.
221 funds tracked by Wall St. Rank held BOK Financial as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.