ShoreHaven Wealth Partners’s BOK Financial BOKF Stock Holding History

ShoreHaven Wealth Partners’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	-10	Closed	-$1K	–	280
2020 Q4	$1K	Buy	+10	New	+$644	﹤0.01%	236

Other funds holding BOKF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ShoreHaven Wealth Partners's BOKF Position: Q1 2021 in Review

ShoreHaven Wealth Partners sold out of BOK Financial (BOKF) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

ShoreHaven Wealth Partners 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.

ShoreHaven Wealth Partners reported no remaining BOK Financial position as of Q1 2021 after selling out during the quarter.
ShoreHaven Wealth Partners sold 10 BOK Financial shares in Q1 2021, an estimated $1K.
ShoreHaven Wealth Partners first reported a position in BOK Financial in Q4 2020 and held it in 1 quarter.
ShoreHaven Wealth Partners'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 ShoreHaven Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.