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Valeo Financial Advisors’s BOK Financial BOKF Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-12
Closed -$1K – 1649
2020
Q2 		$1K Buy
+12
New +$614 ﹤0.01% 1849
2019
Q2 		– Sell
-5
Closed – – 1562
2019
Q1 		$0 Hold
5
– – ﹤0.01% 1550
2018
Q4 		$0 Hold
5
– – ﹤0.01% 1502
2018
Q3 		$0 Buy
+5
New +$499 ﹤0.01% 1776

Other funds holding BOKF

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
CWM
CIBC World Markets New York $20.8B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Valeo Financial Advisors's BOKF Position: Q3 2020 in Review

Valeo Financial Advisors sold out of BOK Financial (BOKF) in Q3 2020, closing a stake of 12 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in BOKF in Q3 2018 and held it in 4 quarters. The position peaked at $1K in Q2 2020. 170 funds tracked by Wall St. Rank hold BOKF as of Q3 2020.

  • Valeo Financial Advisors reported no remaining BOK Financial position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 12 BOK Financial shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in BOK Financial in Q3 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's BOK Financial position peaked at $1K in Q2 2020.
  • 170 funds tracked by Wall St. Rank held BOK Financial as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.