KLC
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Knowledge Leaders Capital’s BOK Financial BOKF Stock Holding History

Knowledge Leaders Capital’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
Q1 		– Sell
-8,060
Closed -$850K – 117
2021
Q4 		$850K Sell
8,060
-1,390
-15% -$143K 0.62% 74
2021
Q3 		$846K Buy
+9,450
New +$809K 0.68% 57

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM

Knowledge Leaders Capital's BOKF Position: Q1 2022 in Review

Knowledge Leaders Capital sold out of BOK Financial (BOKF) in Q1 2022, closing a stake of 8,060 shares — an estimated $850K sold.

Knowledge Leaders Capital first reported a position in BOKF in Q3 2021 and held it in 2 quarters. The position peaked at $850K in Q4 2021. 199 funds tracked by Wall St. Rank hold BOKF as of Q1 2022.

  • Knowledge Leaders Capital reported no remaining BOK Financial position as of Q1 2022 after selling out during the quarter.
  • Knowledge Leaders Capital sold 8,060 BOK Financial shares in Q1 2022, an estimated $850K.
  • Knowledge Leaders Capital first reported a position in BOK Financial in Q3 2021 and held it in 2 quarters.
  • Knowledge Leaders Capital's BOK Financial position peaked at $850K in Q4 2021.
  • 199 funds tracked by Wall St. Rank held BOK Financial as of Q1 2022.

Based on Knowledge Leaders Capital's 13F filing for Q1 2022, filed 3 May 2022.