SFMG Wealth Advisors’s BOK Financial BOKF Stock Holding History

SFMG 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
2023 Q1	–	Sell	-1,969	Closed	-$204K	–	265
2022 Q4	$204K	Buy	+1,969	New	+$200K	0.02%	228
2022 Q1	–	Sell	-1,969	Closed	-$208K	–	303
2021 Q4	$208K	Buy	+1,969	New	+$202K	0.02%	260
2015 Q2	–	Sell	-3,938	Closed	-$241K	–	126
2015 Q1	$241K	Buy	+3,938	New	+$230K	0.02%	154

Other funds holding BOKF

GKFF

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

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

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

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

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

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

CWM

CIBC World Markets New York $20.8B AUM

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

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

SFMG Wealth Advisors's BOKF Position: Q1 2023 in Review

SFMG Wealth Advisors sold out of BOK Financial (BOKF) in Q1 2023, closing a stake of 1,969 shares — an estimated $204K sold.

SFMG Wealth Advisors first reported a position in BOKF in Q1 2015 and held it in 3 quarters. The position peaked at $241K in Q1 2015. 221 funds tracked by Wall St. Rank hold BOKF as of Q1 2023.

SFMG Wealth Advisors reported no remaining BOK Financial position as of Q1 2023 after selling out during the quarter.
SFMG Wealth Advisors sold 1,969 BOK Financial shares in Q1 2023, an estimated $204K.
SFMG Wealth Advisors first reported a position in BOK Financial in Q1 2015 and held it in 3 quarters.
SFMG Wealth Advisors's BOK Financial position peaked at $241K in Q1 2015.
221 funds tracked by Wall St. Rank held BOK Financial as of Q1 2023.

Based on SFMG Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.