WMSA
BOKF icon

Weiss Multi-Strategy Advisers’s BOK Financial BOKF Stock Holding History

Weiss Multi-Strategy Advisers’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
2022
Q4 		– Sell
-77,500
Closed -$6.89M – 597
2022
Q3 		$6.89M Buy
+77,500
New +$6.71M 0.18% 180
2022
Q1 		– Sell
-48,958
Closed -$5.17M – 665
2021
Q4 		$5.17M Buy
+48,958
New +$5.03M 0.12% 232

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Weiss Multi-Strategy Advisers's BOKF Position: Q4 2022 in Review

Weiss Multi-Strategy Advisers sold out of BOK Financial (BOKF) in Q4 2022, closing a stake of 77,500 shares — an estimated $6.89M sold.

Weiss Multi-Strategy Advisers first reported a position in BOKF in Q4 2021 and held it in 2 quarters. The position peaked at $6.89M in Q3 2022. 236 funds tracked by Wall St. Rank hold BOKF as of Q4 2022.

  • Weiss Multi-Strategy Advisers reported no remaining BOK Financial position as of Q4 2022 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 77,500 BOK Financial shares in Q4 2022, an estimated $6.89M.
  • Weiss Multi-Strategy Advisers first reported a position in BOK Financial in Q4 2021 and held it in 2 quarters.
  • Weiss Multi-Strategy Advisers's BOK Financial position peaked at $6.89M in Q3 2022.
  • 236 funds tracked by Wall St. Rank held BOK Financial as of Q4 2022.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.