FA
BOKF icon

FDx Advisors’s BOK Financial BOKF Stock Holding History

FDx 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
2021
Q1 		– Sell
-3,100
Closed -$212K – 770
2020
Q4 		$212K Buy
+3,100
New +$200K 0.01% 665
2020
Q3 		– Sell
-3,876
Closed -$219K – 612
2020
Q2 		$219K Buy
+3,876
New +$198K 0.01% 525
2020
Q1 		– Sell
-4,064
Closed -$355K – 529
2019
Q4 		$355K Sell
4,064
-48
-1% -$3.91K 0.02% 441
2019
Q3 		$325K Sell
4,112
-238
-5% -$18.6K 0.02% 459
2019
Q2 		$328K Buy
4,350
+570
+15% +$46.2K 0.01% 604
2019
Q1 		$308K Sell
3,780
-1,121
-23% -$94.2K 0.01% 590
2018
Q4 		$359K Sell
4,901
-4,697
-49% -$398K 0.03% 373
2018
Q3 		$934K Buy
9,598
+462
+5% +$46.1K 0.03% 355
2018
Q2 		$859K Buy
9,136
+1,286
+16% +$130K 0.03% 403
2018
Q1 		$777K Buy
7,850
+1,526
+24% +$147K 0.02% 596
2017
Q4 		$584K Buy
6,324
+440
+7% +$38.8K 0.02% 737
2017
Q3 		$524K Buy
5,884
+175
+3% +$14.6K 0.01% 788
2017
Q2 		$480K Sell
5,709
-7,130
-56% -$581K 0.01% 790
2017
Q1 		$1M Buy
12,839
+1,447
+13% +$118K 0.03% 525
2016
Q4 		$946K Buy
11,392
+51
+0.4% +$3.92K 0.03% 547
2016
Q3 		$782K Buy
11,341
+1,449
+15% +$96.2K 0.03% 471
2016
Q2 		$620K Buy
9,892
+1,392
+16% +$82.6K 0.03% 516
2016
Q1 		$464K Buy
8,500
+4,775
+128% +$249K 0.02% 598
2015
Q4 		$223K Sell
3,725
-746
-17% -$48.9K 0.01% 797
2015
Q3 		$289K Buy
+4,471
New +$291K 0.02% 630

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

FDx Advisors's BOKF Position: Q1 2021 in Review

FDx Advisors sold out of BOK Financial (BOKF) in Q1 2021, closing a stake of 3,100 shares — an estimated $212K sold.

FDx Advisors first reported a position in BOKF in Q3 2015 and held it in 20 quarters. The position peaked at $1M in Q1 2017. 187 funds tracked by Wall St. Rank hold BOKF as of Q1 2021.

  • FDx Advisors reported no remaining BOK Financial position as of Q1 2021 after selling out during the quarter.
  • FDx Advisors sold 3,100 BOK Financial shares in Q1 2021, an estimated $212K.
  • FDx Advisors first reported a position in BOK Financial in Q3 2015 and held it in 20 quarters.
  • FDx Advisors's BOK Financial position peaked at $1M in Q1 2017.
  • 187 funds tracked by Wall St. Rank held BOK Financial as of Q1 2021.

Based on FDx Advisors's 13F filing for Q1 2021, filed 13 Apr 2021.