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Sargent Bickham Lagudis’s BOK Financial BOKF Stock Holding History

Sargent Bickham Lagudis’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
-11
Closed -$1K – 938
2020
Q4 		$1K Sell
11
-17
-61% -$1.1K ﹤0.01% 828
2020
Q3 		$1K Buy
28
+1
+4% +$55 ﹤0.01% 750
2020
Q2 		$2K Hold
27
– – ﹤0.01% 701
2020
Q1 		$1K Buy
+27
New +$1.9K ﹤0.01% 730

Other funds holding BOKF

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sargent Bickham Lagudis's BOKF Position: Q1 2021 in Review

Sargent Bickham Lagudis sold out of BOK Financial (BOKF) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Sargent Bickham Lagudis first reported a position in BOKF in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2020. 187 funds tracked by Wall St. Rank hold BOKF as of Q1 2021.

  • Sargent Bickham Lagudis reported no remaining BOK Financial position as of Q1 2021 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 11 BOK Financial shares in Q1 2021, an estimated $1K.
  • Sargent Bickham Lagudis first reported a position in BOK Financial in Q1 2020 and held it in 4 quarters.
  • Sargent Bickham Lagudis's BOK Financial position peaked at $2K in Q2 2020.
  • 187 funds tracked by Wall St. Rank held BOK Financial as of Q1 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2021, filed 24 May 2021.