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Sowell Financial Services’s BOK Financial BOKF Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,383
Closed -$216K – 810
2021
Q1 		$216K Buy
2,383
+601
+34% +$51K 0.01% 1008
2020
Q4 		$122K Buy
1,782
+1,394
+359% +$89.8K 0.01% 1071
2020
Q3 		$20K Buy
+388
New +$21.3K ﹤0.01% 1555
2020
Q1 		– Sell
-44
Closed -$4K – 2434
2019
Q4 		$4K Buy
44
+14
+47% +$1.14K ﹤0.01% 1949
2019
Q3 		$2K Buy
+30
New +$2.35K ﹤0.01% 2045

Other funds holding BOKF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's BOKF Position: Q2 2021 in Review

Sowell Financial Services sold out of BOK Financial (BOKF) in Q2 2021, closing a stake of 2,383 shares — an estimated $216K sold.

Sowell Financial Services first reported a position in BOKF in Q3 2019 and held it in 5 quarters. The position peaked at $216K in Q1 2021. 182 funds tracked by Wall St. Rank hold BOKF as of Q2 2021.

  • Sowell Financial Services reported no remaining BOK Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,383 BOK Financial shares in Q2 2021, an estimated $216K.
  • Sowell Financial Services first reported a position in BOK Financial in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's BOK Financial position peaked at $216K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held BOK Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.