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Oliver Luxxe Assets’s BOK Financial BOKF Stock Holding History

Oliver Luxxe Assets’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
-3,287
Closed -$347K – 194
2021
Q4 		$347K Buy
3,287
+139
+4% +$14.3K 0.09% 159
2021
Q3 		$282K Buy
3,148
+520
+20% +$44.5K 0.08% 175
2021
Q2 		$228K Buy
+2,628
New +$235K 0.06% 186

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

Oliver Luxxe Assets's BOKF Position: Q1 2022 in Review

Oliver Luxxe Assets sold out of BOK Financial (BOKF) in Q1 2022, closing a stake of 3,287 shares — an estimated $347K sold.

Oliver Luxxe Assets first reported a position in BOKF in Q2 2021 and held it in 3 quarters. The position peaked at $347K in Q4 2021. 199 funds tracked by Wall St. Rank hold BOKF as of Q1 2022.

  • Oliver Luxxe Assets reported no remaining BOK Financial position as of Q1 2022 after selling out during the quarter.
  • Oliver Luxxe Assets sold 3,287 BOK Financial shares in Q1 2022, an estimated $347K.
  • Oliver Luxxe Assets first reported a position in BOK Financial in Q2 2021 and held it in 3 quarters.
  • Oliver Luxxe Assets's BOK Financial position peaked at $347K in Q4 2021.
  • 199 funds tracked by Wall St. Rank held BOK Financial as of Q1 2022.

Based on Oliver Luxxe Assets's 13F filing for Q1 2022, filed 13 May 2022.