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TFO Wealth Partners’s BOK Financial BOKF Stock Holding History

TFO 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
2024
Q2 		– Sell
-4
Closed -$368 – 154
2024
Q1 		$368 Hold
4
– – ﹤0.01% 344
2023
Q4 		$343 Hold
4
– – ﹤0.01% 465
2023
Q3 		$323 Hold
4
– – ﹤0.01% 624
2023
Q2 		$323 Hold
4
– – ﹤0.01% 387
2023
Q1 		$338 Sell
4
-12
-75% -$1.17K ﹤0.01% 344
2022
Q4 		$1.06K Buy
+16
New +$1.62K ﹤0.01% 353

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

TFO Wealth Partners's BOKF Position: Q2 2024 in Review

TFO Wealth Partners sold out of BOK Financial (BOKF) in Q2 2024, closing a stake of 4 shares — an estimated $368 sold.

TFO Wealth Partners first reported a position in BOKF in Q4 2022 and held it in 6 quarters. The position peaked at $1.06K in Q4 2022. 218 funds tracked by Wall St. Rank hold BOKF as of Q2 2024.

  • TFO Wealth Partners reported no remaining BOK Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 BOK Financial shares in Q2 2024, an estimated $368.
  • TFO Wealth Partners first reported a position in BOK Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's BOK Financial position peaked at $1.06K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held BOK Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.