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Psagot Value Holdings’s BOK Financial BOKF Stock Holding History

Psagot Value Holdings’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
2024
Q1 		– Sell
-65
Closed -$6K – 192
2023
Q4 		$6K Buy
+65
New +$4.9K ﹤0.01% 395
2023
Q3 		– Sell
-92
Closed -$8K – 515
2023
Q2 		$8K Buy
+92
New +$7.58K ﹤0.01% 331
2023
Q1 		– Sell
-4,500
Closed -$467K – 498
2022
Q4 		$467K Hold
4,500
– – 0.14% 125
2022
Q3 		$400K Sell
4,500
-350
-7% -$30.3K 0.11% 130
2022
Q2 		$367K Hold
4,850
– – 0.09% 138
2022
Q1 		$456K Hold
4,850
– – 0.1% 136
2021
Q4 		$512K Hold
4,850
– – 0.1% 143
2021
Q3 		$434K Hold
4,850
– – 0.07% 190
2021
Q2 		$420K Buy
+4,850
New +$433K 0.02% 231

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Psagot Value Holdings's BOKF Position: Q1 2024 in Review

Psagot Value Holdings sold out of BOK Financial (BOKF) in Q1 2024, closing a stake of 65 shares — an estimated $6K sold.

Psagot Value Holdings first reported a position in BOKF in Q2 2021 and held it in 9 quarters. The position peaked at $512K in Q4 2021. 202 funds tracked by Wall St. Rank hold BOKF as of Q1 2024.

  • Psagot Value Holdings reported no remaining BOK Financial position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 65 BOK Financial shares in Q1 2024, an estimated $6K.
  • Psagot Value Holdings first reported a position in BOK Financial in Q2 2021 and held it in 9 quarters.
  • Psagot Value Holdings's BOK Financial position peaked at $512K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.