Glassman Wealth Services’s BOK Financial BOKF Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-27	Closed	-$2.31K	–	429
2023 Q4	$2.31K	Buy	27 +10	+59%	+$754	﹤0.01%	1307
2023 Q3	$1.36K	Hold	17	–	–	﹤0.01%	1453
2023 Q2	$1.37K	Hold	17	–	–	﹤0.01%	1355
2023 Q1	$1.44K	Buy	17 +3	+21%	+$293	﹤0.01%	1336
2022 Q4	$1.45K	Hold	14	–	–	﹤0.01%	1328
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	1341
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	1360
2022 Q1	$1K	Sell	14 -3	-18%	-$310	﹤0.01%	1341
2021 Q4	$2K	Buy	17 +3	+21%	+$308	﹤0.01%	1169
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	1289
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	1240
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	1201
2020 Q4	$1K	Hold	14	–	–	﹤0.01%	1162
2020 Q3	$1K	Hold	14	–	–	﹤0.01%	1103
2020 Q2	$1K	Buy	14 +2	+17%	+$102	﹤0.01%	964
2020 Q1	$1K	Buy	12 +9	+300%	+$634	﹤0.01%	814
2019 Q4	$0	Buy	+3	New	+$244	﹤0.01%	1196

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

CWM

CIBC World Markets New York $20.8B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Glassman Wealth Services's BOKF Position: Q1 2024 in Review

Glassman Wealth Services sold out of BOK Financial (BOKF) in Q1 2024, closing a stake of 27 shares — an estimated $2.31K sold.

Glassman Wealth Services first reported a position in BOKF in Q4 2019 and held it in 17 quarters. The position peaked at $2.31K in Q4 2023. 202 funds tracked by Wall St. Rank hold BOKF as of Q1 2024.

Glassman Wealth Services reported no remaining BOK Financial position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 27 BOK Financial shares in Q1 2024, an estimated $2.31K.
Glassman Wealth Services first reported a position in BOK Financial in Q4 2019 and held it in 17 quarters.
Glassman Wealth Services's BOK Financial position peaked at $2.31K in Q4 2023.
202 funds tracked by Wall St. Rank held BOK Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.