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Wealthcare Advisory Partners’s BOK Financial BOKF Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-18
Closed -$1K – 434
2020
Q1 		$1K Buy
18
+14
+350% +$987 ﹤0.01% 1363
2019
Q4 		$0 Hold
4
– – ﹤0.01% 1389
2019
Q3 		$0 Hold
4
– – ﹤0.01% 1351
2019
Q2 		$0 Hold
4
– – ﹤0.01% 1310
2019
Q1 		$0 Hold
4
– – ﹤0.01% 1214
2018
Q4 		$0 Hold
4
– – ﹤0.01% 1201
2018
Q3 		$0 Hold
4
– – ﹤0.01% 1230
2018
Q2 		$0 Buy
+4
New +$405 ﹤0.01% 1233

Other funds holding BOKF

Aristotle Capital Management
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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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthcare Advisory Partners's BOKF Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of BOK Financial (BOKF) in Q2 2020, closing a stake of 18 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in BOKF in Q2 2018 and held it in 8 quarters. The position peaked at $1K in Q1 2020. 171 funds tracked by Wall St. Rank hold BOKF as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining BOK Financial position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 18 BOK Financial shares in Q2 2020, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in BOK Financial in Q2 2018 and held it in 8 quarters.
  • Wealthcare Advisory Partners's BOK Financial position peaked at $1K in Q1 2020.
  • 171 funds tracked by Wall St. Rank held BOK Financial as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.