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Orion Portfolio Solutions’s BOK Financial BOKF Stock Holding History

Orion Portfolio Solutions’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
-13
Closed -$1K – 631
2020
Q2 		$1K Sell
13
-68
-84% -$3.48K ﹤0.01% 1916
2020
Q1 		$3K Buy
81
+14
+21% +$987 ﹤0.01% 1433
2019
Q4 		$6K Buy
+67
New +$5.46K ﹤0.01% 1175

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

Orion Portfolio Solutions's BOKF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of BOK Financial (BOKF) in Q3 2020, closing a stake of 13 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in BOKF in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 170 funds tracked by Wall St. Rank hold BOKF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining BOK Financial position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 13 BOK Financial shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in BOK Financial in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's BOK Financial position peaked at $6K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held BOK Financial as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.