JWM
BOKF icon

Janiczek Wealth Management’s BOK Financial BOKF Stock Holding History

Janiczek Wealth 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
2022
Q2 		– Sell
-8
Closed -$1K – 951
2022
Q1 		$1K Sell
8
-7
-47% -$723 ﹤0.01% 833
2021
Q4 		$2K Buy
15
+7
+88% +$719 ﹤0.01% 813
2021
Q3 		$1K Buy
+8
New +$685 ﹤0.01% 867

Other funds holding BOKF

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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

Janiczek Wealth Management's BOKF Position: Q2 2022 in Review

Janiczek Wealth Management sold out of BOK Financial (BOKF) in Q2 2022, closing a stake of 8 shares — an estimated $1K sold.

Janiczek Wealth Management first reported a position in BOKF in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 190 funds tracked by Wall St. Rank hold BOKF as of Q2 2022.

  • Janiczek Wealth Management reported no remaining BOK Financial position as of Q2 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 8 BOK Financial shares in Q2 2022, an estimated $1K.
  • Janiczek Wealth Management first reported a position in BOK Financial in Q3 2021 and held it in 3 quarters.
  • Janiczek Wealth Management's BOK Financial position peaked at $2K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held BOK Financial as of Q2 2022.

Based on Janiczek Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.