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Prelude Capital Management’s BOK Financial BOKF Stock Holding History

Prelude Capital 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
2023
Q1 		– Sell
-9,256
Closed -$961K – 1196
2022
Q4 		$961K Buy
+9,256
New +$938K 0.05% 395
2020
Q4 		– Sell
-4,760
Closed -$245K – 1332
2020
Q3 		$245K Buy
4,760
+3,896
+451% +$214K 0.01% 623
2020
Q2 		$49K Buy
864
+334
+63% +$17.1K ﹤0.01% 1166
2020
Q1 		$23K Buy
+530
New +$37.4K ﹤0.01% 951
2019
Q1 		– Sell
-93
Closed -$7K – 1766
2018
Q4 		$7K Buy
+93
New +$7.88K ﹤0.01% 1447
2014
Q2 		– Sell
-360
Closed -$25K – 1919
2014
Q1 		$25K Buy
+360
New +$23.6K ﹤0.01% 1625

Other funds holding BOKF

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Prelude Capital Management's BOKF Position: Q1 2023 in Review

Prelude Capital Management sold out of BOK Financial (BOKF) in Q1 2023, closing a stake of 9,256 shares — an estimated $961K sold.

Prelude Capital Management first reported a position in BOKF in Q1 2014 and held it in 6 quarters. The position peaked at $961K in Q4 2022. 221 funds tracked by Wall St. Rank hold BOKF as of Q1 2023.

  • Prelude Capital Management reported no remaining BOK Financial position as of Q1 2023 after selling out during the quarter.
  • Prelude Capital Management sold 9,256 BOK Financial shares in Q1 2023, an estimated $961K.
  • Prelude Capital Management first reported a position in BOK Financial in Q1 2014 and held it in 6 quarters.
  • Prelude Capital Management's BOK Financial position peaked at $961K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held BOK Financial as of Q1 2023.

Based on Prelude Capital Management's 13F filing for Q1 2023, filed 15 May 2023.