HI
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Harbour Investments’s BOK Financial BOKF Stock Holding History

Harbour Investments’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
Q4 		– Sell
-2
Closed -$160 – 3133
2023
Q3 		$160 Buy
+2
New +$169 ﹤0.01% 2898
2021
Q4 		– Sell
-725
Closed -$65K – 2736
2021
Q3 		$65K Hold
725
– – ﹤0.01% 1608
2021
Q2 		$63K Hold
725
– – ﹤0.01% 1669
2021
Q1 		$65K Buy
+725
New +$61.5K ﹤0.01% 1514

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Harbour Investments's BOKF Position: Q4 2023 in Review

Harbour Investments sold out of BOK Financial (BOKF) in Q4 2023, closing a stake of 2 shares — an estimated $160 sold.

Harbour Investments first reported a position in BOKF in Q1 2021 and held it in 4 quarters. The position peaked at $65K in Q3 2021. 197 funds tracked by Wall St. Rank hold BOKF as of Q4 2023.

  • Harbour Investments reported no remaining BOK Financial position as of Q4 2023 after selling out during the quarter.
  • Harbour Investments sold 2 BOK Financial shares in Q4 2023, an estimated $160.
  • Harbour Investments first reported a position in BOK Financial in Q1 2021 and held it in 4 quarters.
  • Harbour Investments's BOK Financial position peaked at $65K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held BOK Financial as of Q4 2023.

Based on Harbour Investments's 13F filing for Q4 2023, filed 16 Feb 2024.