Fuller & Thaler Asset Management
BOKF icon

Fuller & Thaler Asset Management’s BOK Financial BOKF Stock Holding History

Fuller & Thaler 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
-95
Closed -$7.67K – 521
2023
Q2 		$7.67K Hold
95
– – ﹤0.01% 479
2023
Q1 		$8.02K Hold
95
– – ﹤0.01% 494
2022
Q4 		$10K Buy
+95
New +$9.63K ﹤0.01% 474

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AI
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Dimensional Fund Advisors
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BlackRock
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CWM
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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

Fuller & Thaler Asset Management's BOKF Position: Q3 2023 in Review

Fuller & Thaler Asset Management sold out of BOK Financial (BOKF) in Q3 2023, closing a stake of 95 shares — an estimated $7.67K sold.

Fuller & Thaler Asset Management first reported a position in BOKF in Q4 2022 and held it in 3 quarters. The position peaked at $10K in Q4 2022. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

  • Fuller & Thaler Asset Management reported no remaining BOK Financial position as of Q3 2023 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 95 BOK Financial shares in Q3 2023, an estimated $7.67K.
  • Fuller & Thaler Asset Management first reported a position in BOK Financial in Q4 2022 and held it in 3 quarters.
  • Fuller & Thaler Asset Management's BOK Financial position peaked at $10K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.