Regent Peak Wealth Advisors’s BOK Financial BOKF Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-17	Closed	-$1K	–	255
2020 Q4	$1K	Buy	+17	New	+$1.1K	﹤0.01%	891

Other funds holding BOKF

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

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Regent Peak Wealth Advisors's BOKF Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of BOK Financial (BOKF) in Q1 2021, closing a stake of 17 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in BOKF in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 187 funds tracked by Wall St. Rank hold BOKF as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining BOK Financial position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 17 BOK Financial shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in BOK Financial in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's BOK Financial position peaked at $1K in Q4 2020.
187 funds tracked by Wall St. Rank held BOK Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.