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Financial Gravity Asset Management’s BOK Financial BOKF Stock Holding History

Financial Gravity Asset Management’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
Q3 		– Sell
-81
Closed -$865 – 1299
2023
Q2 		$865 Sell
81
-3
-4% -$247 ﹤0.01% 849
2023
Q1 		$2 Buy
+84
New +$8.21K ﹤0.01% 984
2022
Q2 		– Sell
-188
Closed -$4 – 749
2022
Q1 		$4 Buy
+188
New +$19.4K ﹤0.01% 811

Other funds holding BOKF

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

Financial Gravity Asset Management's BOKF Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of BOK Financial (BOKF) in Q3 2023, closing a stake of 81 shares — an estimated $865 sold.

Financial Gravity Asset Management first reported a position in BOKF in Q1 2022 and held it in 3 quarters. The position peaked at $865 in Q2 2023. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining BOK Financial position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 81 BOK Financial shares in Q3 2023, an estimated $865.
  • Financial Gravity Asset Management first reported a position in BOK Financial in Q1 2022 and held it in 3 quarters.
  • Financial Gravity Asset Management's BOK Financial position peaked at $865 in Q2 2023.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.