Procyon Advisors’s BOK Financial BOKF Stock Holding History

Procyon Advisors’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	-4	Closed	–	–	310
2020 Q2	$0	Hold	4	–	–	﹤0.01%	1075
2020 Q1	$0	Sell	4 -67	-94%	-$4.72K	﹤0.01%	1012
2019 Q4	$6K	Buy	+71	New	+$5.79K	﹤0.01%	759

Other funds holding BOKF

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Procyon Advisors's BOKF Position: Q3 2020 in Review

Procyon Advisors sold out of BOK Financial (BOKF) in Q3 2020, closing a stake of 4 shares.

Procyon Advisors 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.

Procyon Advisors reported no remaining BOK Financial position as of Q3 2020 after selling out during the quarter.
Procyon Advisors sold 4 BOK Financial shares in Q3 2020.
Procyon Advisors first reported a position in BOK Financial in Q4 2019 and held it in 3 quarters.
Procyon Advisors'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 Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.