IWP
BOKF icon

Icon Wealth Partners’s BOK Financial BOKF Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-254
Closed -$21K – 244
2019
Q1 		$21K Buy
+254
New +$21.3K 0.01% 536
2018
Q3 		– Sell
-273
Closed -$26K – 333
2018
Q2 		$26K Buy
+273
New +$27.7K 0.01% 526
2018
Q1 		– Sell
-271
Closed -$25K – 322
2017
Q4 		$25K Buy
+271
New +$23.9K 0.01% 562

Other funds holding BOKF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icon Wealth Partners's BOKF Position: Q2 2019 in Review

Icon Wealth Partners sold out of BOK Financial (BOKF) in Q2 2019, closing a stake of 254 shares — an estimated $21K sold.

Icon Wealth Partners first reported a position in BOKF in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q2 2018. 204 funds tracked by Wall St. Rank hold BOKF as of Q2 2019.

  • Icon Wealth Partners reported no remaining BOK Financial position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 254 BOK Financial shares in Q2 2019, an estimated $21K.
  • Icon Wealth Partners first reported a position in BOK Financial in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's BOK Financial position peaked at $26K in Q2 2018.
  • 204 funds tracked by Wall St. Rank held BOK Financial as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.