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Versor Investments’s BOK Financial BOKF Stock Holding History

Versor Investments’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
-8,562
Closed -$685K – 707
2023
Q3 		$685K Buy
8,562
+4,700
+122% +$398K 0.14% 207
2023
Q2 		$312K Sell
3,862
-922
-19% -$76K 0.05% 401
2023
Q1 		$404K Buy
+4,784
New +$468K 0.05% 401
2022
Q2 		– Sell
-4,043
Closed -$380K – 805
2022
Q1 		$380K Buy
4,043
+128
+3% +$13.2K 0.01% 408
2021
Q4 		$413K Buy
3,915
+515
+15% +$52.9K 0.01% 315
2021
Q3 		$304K Buy
+3,400
New +$291K 0.01% 369

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

Versor Investments's BOKF Position: Q4 2023 in Review

Versor Investments sold out of BOK Financial (BOKF) in Q4 2023, closing a stake of 8,562 shares — an estimated $685K sold.

Versor Investments first reported a position in BOKF in Q3 2021 and held it in 6 quarters. The position peaked at $685K in Q3 2023. 197 funds tracked by Wall St. Rank hold BOKF as of Q4 2023.

  • Versor Investments reported no remaining BOK Financial position as of Q4 2023 after selling out during the quarter.
  • Versor Investments sold 8,562 BOK Financial shares in Q4 2023, an estimated $685K.
  • Versor Investments first reported a position in BOK Financial in Q3 2021 and held it in 6 quarters.
  • Versor Investments's BOK Financial position peaked at $685K in Q3 2023.
  • 197 funds tracked by Wall St. Rank held BOK Financial as of Q4 2023.

Based on Versor Investments's 13F filing for Q4 2023, filed 7 Feb 2024.