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Tradition Wealth Management’s BOK Financial BOKF Stock Holding History

Tradition Wealth Management’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
Q4 		– Sell
-38
Closed -$3K – 1276
2023
Q3 		$3K Hold
38
– – ﹤0.01% 1281
2023
Q2 		$3K Buy
+38
New +$3.13K ﹤0.01% 1312

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Tradition Wealth Management's BOKF Position: Q4 2023 in Review

Tradition Wealth Management sold out of BOK Financial (BOKF) in Q4 2023, closing a stake of 38 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in BOKF in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 197 funds tracked by Wall St. Rank hold BOKF as of Q4 2023.

  • Tradition Wealth Management reported no remaining BOK Financial position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 38 BOK Financial shares in Q4 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in BOK Financial in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's BOK Financial position peaked at $3K in Q3 2023.
  • 197 funds tracked by Wall St. Rank held BOK Financial as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.