Worth Asset Management’s BOK Financial BOKF Stock Holding History

Worth Asset Management’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 Q2	–	Sell	-825	Closed	-$69.6K	–	468
2023 Q1	$69.6K	Buy	+825	New	+$80.6K	0.05%	157

Other funds holding BOKF

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Worth Asset Management's BOKF Position: Q2 2023 in Review

Worth Asset Management sold out of BOK Financial (BOKF) in Q2 2023, closing a stake of 825 shares — an estimated $69.6K sold.

Worth Asset Management first reported a position in BOKF in Q1 2023 and held it in 1 quarter. The position peaked at $69.6K in Q1 2023. 217 funds tracked by Wall St. Rank hold BOKF as of Q2 2023.

Worth Asset Management reported no remaining BOK Financial position as of Q2 2023 after selling out during the quarter.
Worth Asset Management sold 825 BOK Financial shares in Q2 2023, an estimated $69.6K.
Worth Asset Management first reported a position in BOK Financial in Q1 2023 and held it in 1 quarter.
Worth Asset Management's BOK Financial position peaked at $69.6K in Q1 2023.
217 funds tracked by Wall St. Rank held BOK Financial as of Q2 2023.

Based on Worth Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.