Simplicity Wealth’s BOK Financial BOKF Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-2,289	Closed	-$210K	–	570
2024 Q2	$210K	Buy	+2,289	New	+$207K	﹤0.01%	1095

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

CWM

CIBC World Markets New York $20.8B AUM

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplicity Wealth's BOKF Position: Q3 2024 in Review

Simplicity Wealth sold out of BOK Financial (BOKF) in Q3 2024, closing a stake of 2,289 shares — an estimated $210K sold.

Simplicity Wealth first reported a position in BOKF in Q2 2024 and held it in 1 quarter. The position peaked at $210K in Q2 2024. 233 funds tracked by Wall St. Rank hold BOKF as of Q3 2024.

Simplicity Wealth reported no remaining BOK Financial position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 2,289 BOK Financial shares in Q3 2024, an estimated $210K.
Simplicity Wealth first reported a position in BOK Financial in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's BOK Financial position peaked at $210K in Q2 2024.
233 funds tracked by Wall St. Rank held BOK Financial as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.