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TD Private Client Wealth’s BOK Financial BOKF Stock Holding History

TD Private Client 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
2020
Q4 		– Sell
-26
Closed -$1.34K – 1145
2020
Q3 		$1.34K Hold
26
– – ﹤0.01% 942
2020
Q2 		$1.47K Hold
26
– – ﹤0.01% 934
2020
Q1 		$1.11K Buy
+26
New +$1.83K ﹤0.01% 925

Other funds holding BOKF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Private Client Wealth's BOKF Position: Q4 2020 in Review

TD Private Client Wealth sold out of BOK Financial (BOKF) in Q4 2020, closing a stake of 26 shares — an estimated $1.34K sold.

TD Private Client Wealth first reported a position in BOKF in Q1 2020 and held it in 3 quarters. The position peaked at $1.47K in Q2 2020. 210 funds tracked by Wall St. Rank hold BOKF as of Q4 2020.

  • TD Private Client Wealth reported no remaining BOK Financial position as of Q4 2020 after selling out during the quarter.
  • TD Private Client Wealth sold 26 BOK Financial shares in Q4 2020, an estimated $1.34K.
  • TD Private Client Wealth first reported a position in BOK Financial in Q1 2020 and held it in 3 quarters.
  • TD Private Client Wealth's BOK Financial position peaked at $1.47K in Q2 2020.
  • 210 funds tracked by Wall St. Rank held BOK Financial as of Q4 2020.

Based on TD Private Client Wealth's 13F filing for Q4 2020, filed 16 Aug 2024.