Duality Advisers’s BOK Financial BOKF Stock Holding History

Duality Advisers’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	-5,150	Closed	-$265K	–	564
2020 Q3	$265K	Buy	+5,150	New	+$283K	0.02%	538

Other funds holding BOKF

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

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

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

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 Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Duality Advisers's BOKF Position: Q4 2020 in Review

Duality Advisers sold out of BOK Financial (BOKF) in Q4 2020, closing a stake of 5,150 shares — an estimated $265K sold.

Duality Advisers first reported a position in BOKF in Q3 2020 and held it in 1 quarter. The position peaked at $265K in Q3 2020. 210 funds tracked by Wall St. Rank hold BOKF as of Q4 2020.

Duality Advisers reported no remaining BOK Financial position as of Q4 2020 after selling out during the quarter.
Duality Advisers sold 5,150 BOK Financial shares in Q4 2020, an estimated $265K.
Duality Advisers first reported a position in BOK Financial in Q3 2020 and held it in 1 quarter.
Duality Advisers's BOK Financial position peaked at $265K in Q3 2020.
210 funds tracked by Wall St. Rank held BOK Financial as of Q4 2020.

Based on Duality Advisers's 13F filing for Q4 2020, filed 9 Feb 2021.