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CSat Investment Advisory’s BOK Financial BOKF Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-254
Closed -$13K – 580
2020
Q3 		$13K Buy
254
+37
+17% +$2.04K ﹤0.01% 983
2020
Q2 		$12K Sell
217
-24
-10% -$1.23K ﹤0.01% 982
2020
Q1 		$10K Buy
241
+37
+18% +$2.61K ﹤0.01% 904
2019
Q4 		$18K Buy
204
+34
+20% +$2.77K ﹤0.01% 816
2019
Q3 		$13K Buy
170
+24
+16% +$1.88K ﹤0.01% 826
2019
Q2 		$11K Buy
+146
New +$11.8K ﹤0.01% 834

Other funds holding BOKF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CSat Investment Advisory's BOKF Position: Q4 2020 in Review

CSat Investment Advisory sold out of BOK Financial (BOKF) in Q4 2020, closing a stake of 254 shares — an estimated $13K sold.

CSat Investment Advisory first reported a position in BOKF in Q2 2019 and held it in 6 quarters. The position peaked at $18K in Q4 2019. 210 funds tracked by Wall St. Rank hold BOKF as of Q4 2020.

  • CSat Investment Advisory reported no remaining BOK Financial position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 254 BOK Financial shares in Q4 2020, an estimated $13K.
  • CSat Investment Advisory first reported a position in BOK Financial in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's BOK Financial position peaked at $18K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held BOK Financial as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.