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VisionPoint Advisory Group’s BOK Financial BOKF Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-447
Closed -$41K – 306
2024
Q2 		$41K Buy
447
+31
+7% +$2.8K 0.01% 297
2024
Q1 		$38.3K Sell
416
-28
-6% -$2.37K 0.01% 301
2023
Q4 		$38K Buy
444
+64
+17% +$4.83K 0.01% 284
2023
Q3 		$30.4K Buy
380
+192
+102% +$16.2K 0.01% 301
2023
Q2 		$15.2K Buy
+188
New +$15.5K 0.01% 336

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
CWM
CIBC World Markets New York $20.8B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VisionPoint Advisory Group's BOKF Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of BOK Financial (BOKF) in Q3 2024, closing a stake of 447 shares — an estimated $41K sold.

VisionPoint Advisory Group first reported a position in BOKF in Q2 2023 and held it in 5 quarters. The position peaked at $41K in Q2 2024. 233 funds tracked by Wall St. Rank hold BOKF as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining BOK Financial position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 447 BOK Financial shares in Q3 2024, an estimated $41K.
  • VisionPoint Advisory Group first reported a position in BOK Financial in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's BOK Financial position peaked at $41K in Q2 2024.
  • 233 funds tracked by Wall St. Rank held BOK Financial as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.