Pictet Asset Management (Switzerland)’s BOK Financial BOKF Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$292K	Sell	3,614 -485	-12%	-$40K	﹤0.01%	1521
2023 Q1	$346K	Buy	4,099 +489	+14%	+$47.8K	﹤0.01%	1423
2022 Q4	$375K	Buy	+3,610	New	+$366K	﹤0.01%	1372
2022 Q2	–	Sell	-2,143	Closed	-$201K	–	1591
2022 Q1	$201K	Hold	2,143	–	–	﹤0.01%	1561
2021 Q4	$226K	Buy	+2,143	New	+$220K	﹤0.01%	1545

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 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 $552B AUM 44.19% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Pictet Asset Management (Switzerland)'s BOKF Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its BOK Financial (BOKF) stake by 12% in Q2 2023, selling an estimated $40K and leaving 3,614 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Pictet Asset Management (Switzerland) first reported a position in BOKF in Q4 2021 and has held it in 5 quarters since. The position peaked at $375K in Q4 2022. 217 funds tracked by Wall St. Rank hold BOKF as of Q2 2023.

Pictet Asset Management (Switzerland) held 3,614 shares of BOK Financial worth $292K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 485 BOK Financial shares in Q2 2023, an estimated $40K.
BOK Financial made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1521 holding.
Pictet Asset Management (Switzerland) first reported a position in BOK Financial in Q4 2021 and has held it in 5 quarters since.
Pictet Asset Management (Switzerland)'s BOK Financial position peaked at $375K in Q4 2022.
217 funds tracked by Wall St. Rank held BOK Financial as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.