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Transform Wealth’s BOK Financial BOKF Stock Holding History

Transform 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
2024
Q1 		– Sell
-2,472
Closed -$212K – 227
2023
Q4 		$212K Sell
2,472
-350
-12% -$26.4K 0.02% 226
2023
Q3 		$226K Sell
2,822
-4
-0.1% -$338 0.02% 224
2023
Q2 		$228K Sell
2,826
-16
-0.6% -$1.32K 0.02% 240
2023
Q1 		$240K Hold
2,842
– – 0.02% 228
2022
Q4 		$295K Sell
2,842
-44
-2% -$4.46K 0.03% 191
2022
Q3 		$256K Buy
2,886
+121
+4% +$10.5K 0.03% 165
2022
Q2 		$209K Sell
2,765
-2,335
-46% -$197K 0.03% 189
2022
Q1 		$479K Sell
5,100
-1,042
-17% -$108K 0.05% 157
2021
Q4 		$648K Sell
6,142
-1,813
-23% -$186K 0.07% 143
2021
Q3 		$712K Hold
7,955
– – 0.08% 141
2021
Q2 		$689K Sell
7,955
-400
-5% -$35.7K 0.08% 150
2021
Q1 		$746K Sell
8,355
-6,500
-44% -$551K 0.15% 117
2020
Q4 		$1.02M Sell
14,855
-1,662
-10% -$107K 0.21% 103
2020
Q3 		$851K Sell
16,517
-3,100
-16% -$170K 0.14% 109
2020
Q2 		$1.11M Buy
19,617
+6,462
+49% +$331K 0.19% 95
2020
Q1 		$560K Buy
+13,155
New +$927K 0.12% 136

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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Transform Wealth's BOKF Position: Q1 2024 in Review

Transform Wealth sold out of BOK Financial (BOKF) in Q1 2024, closing a stake of 2,472 shares — an estimated $212K sold.

Transform Wealth first reported a position in BOKF in Q1 2020 and held it in 16 quarters. The position peaked at $1.11M in Q2 2020. 202 funds tracked by Wall St. Rank hold BOKF as of Q1 2024.

  • Transform Wealth reported no remaining BOK Financial position as of Q1 2024 after selling out during the quarter.
  • Transform Wealth sold 2,472 BOK Financial shares in Q1 2024, an estimated $212K.
  • Transform Wealth first reported a position in BOK Financial in Q1 2020 and held it in 16 quarters.
  • Transform Wealth's BOK Financial position peaked at $1.11M in Q2 2020.
  • 202 funds tracked by Wall St. Rank held BOK Financial as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.