Kapitalo Investimentos’s BOK Financial BOKF Stock Holding History

Kapitalo Investimentos’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	-208	Closed	-$16.8K	–	549
2023 Q2	$16.8K	Buy	+208	New	+$17.1K	﹤0.01%	450

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kapitalo Investimentos's BOKF Position: Q3 2023 in Review

Kapitalo Investimentos sold out of BOK Financial (BOKF) in Q3 2023, closing a stake of 208 shares — an estimated $16.8K sold.

Kapitalo Investimentos first reported a position in BOKF in Q2 2023 and held it in 1 quarter. The position peaked at $16.8K in Q2 2023. 202 funds tracked by Wall St. Rank hold BOKF as of Q3 2023.

Kapitalo Investimentos reported no remaining BOK Financial position as of Q3 2023 after selling out during the quarter.
Kapitalo Investimentos sold 208 BOK Financial shares in Q3 2023, an estimated $16.8K.
Kapitalo Investimentos first reported a position in BOK Financial in Q2 2023 and held it in 1 quarter.
Kapitalo Investimentos's BOK Financial position peaked at $16.8K in Q2 2023.
202 funds tracked by Wall St. Rank held BOK Financial as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.