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TCI Wealth Advisors’s BOK Financial BOKF Stock Holding History

TCI 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
Q2 		– Sell
-5
Closed -$423 – 480
2023
Q1 		$423 Sell
5
-1
-17% -$98 ﹤0.01% 2246
2022
Q4 		$623 Buy
6
+1
+20% +$101 ﹤0.01% 2187
2022
Q3 		$0 Buy
+5
New +$433 ﹤0.01% 2268
2019
Q4 		– Sell
-33
Closed -$3K – 1538
2019
Q3 		$3K Buy
+33
New +$2.59K ﹤0.01% 928

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCI Wealth Advisors's BOKF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of BOK Financial (BOKF) in Q2 2023, closing a stake of 5 shares — an estimated $423 sold.

TCI Wealth Advisors first reported a position in BOKF in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 217 funds tracked by Wall St. Rank hold BOKF as of Q2 2023.

  • TCI Wealth Advisors reported no remaining BOK Financial position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 5 BOK Financial shares in Q2 2023, an estimated $423.
  • TCI Wealth Advisors first reported a position in BOK Financial in Q3 2019 and held it in 4 quarters.
  • TCI Wealth Advisors's BOK Financial position peaked at $3K in Q3 2019.
  • 217 funds tracked by Wall St. Rank held BOK Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.