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Liberty Wealth Management’s BOK Financial BOKF Stock Holding History

Liberty 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
2020
Q3 		– Sell
-59
Closed -$3K – 859
2020
Q2 		$3K Buy
59
+28
+90% +$1.43K ﹤0.01% 685
2020
Q1 		$1K Buy
31
+10
+48% +$705 ﹤0.01% 770
2019
Q4 		$2K Hold
21
– – ﹤0.01% 761
2019
Q3 		$2K Sell
21
-7
-25% -$548 ﹤0.01% 731
2019
Q2 		$2K Hold
28
– – ﹤0.01% 749
2019
Q1 		$2K Hold
28
– – ﹤0.01% 622
2018
Q4 		$2K Buy
+28
New +$2.37K ﹤0.01% 667

Other funds holding BOKF

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
CWM
CIBC World Markets New York $20.8B AUM
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Liberty Wealth Management's BOKF Position: Q3 2020 in Review

Liberty Wealth Management sold out of BOK Financial (BOKF) in Q3 2020, closing a stake of 59 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in BOKF in Q4 2018 and held it in 7 quarters. The position peaked at $3K in Q2 2020. 170 funds tracked by Wall St. Rank hold BOKF as of Q3 2020.

  • Liberty Wealth Management reported no remaining BOK Financial position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 59 BOK Financial shares in Q3 2020, an estimated $3K.
  • Liberty Wealth Management first reported a position in BOK Financial in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's BOK Financial position peaked at $3K in Q2 2020.
  • 170 funds tracked by Wall St. Rank held BOK Financial as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.