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Wingate Wealth Advisors’s BOK Financial BOKF Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-1
Closed -$106 – 133
2024
Q4 		$106 Buy
+1
New +$112 ﹤0.01% 472

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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CWM
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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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wingate Wealth Advisors's BOKF Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of BOK Financial (BOKF) in Q1 2025, closing a stake of 1 share — an estimated $106 sold.

Wingate Wealth Advisors first reported a position in BOKF in Q4 2024 and held it in 1 quarter. The position peaked at $106 in Q4 2024. 242 funds tracked by Wall St. Rank hold BOKF as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining BOK Financial position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1 BOK Financial share in Q1 2025, an estimated $106.
  • Wingate Wealth Advisors first reported a position in BOK Financial in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's BOK Financial position peaked at $106 in Q4 2024.
  • 242 funds tracked by Wall St. Rank held BOK Financial as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.