Bok Financial Private Wealth, Inc. Closed Holding Positions

Bok Financial Private Wealth, Inc.

  • $1.38 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
General Electric CO
Q3 2021 Filed on Nov 09, 2021
19,374
N/A
SWET
Athlon Acquisition Corp.

Financial Services
Q3 2021 Filed on Nov 09, 2021
100,000
$9.61 - $9.78 $961K - $978K
Medtronic PLC
Q1 2021 Filed on May 12, 2021
2,337
N/A
Berkshire Hathaway Inc Cl B
Q1 2021 Filed on May 12, 2021
8,057
N/A
USBPRP
Us Bancorp Del
Q1 2021 Filed on May 12, 2021
8,230
N/A
Wells Fargo & Company
Q1 2021 Filed on May 12, 2021
8,550
N/A
Citigroup Inc
Q1 2021 Filed on May 12, 2021
12,905
N/A
Accenture Plc Cl A
Q1 2021 Filed on May 12, 2021
22,195
N/A
Berkshire Hathaway Inc
Q1 2021 Filed on May 12, 2021
1
N/A
Extraction Oil & Gas Inc
Q4 2020 Filed on Feb 01, 2021
56,000
N/A
WFCPRR
Wells Fargo & CO Dep Shs Repst
Q4 2020 Filed on Feb 01, 2021
9,800
N/A
New York City Reit Inc
Q3 2020 Filed on Nov 06, 2020
94,399
N/A
GNL
Global Net Lease, Inc.

Real Estate
Q3 2020 Filed on Nov 06, 2020
35,147
$15.15 - $18.11 $532K - $637K
LII
Lennox International Inc

Industrials
Q2 2020 Filed on Aug 13, 2020
1,269
$170.72 - $237.99 $217K - $302K
Alerian Mlp ETF
Q2 2020 Filed on Aug 13, 2020
55,880
N/A
DANOY
Groupe Danone

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
18,283
$12.0 - $14.63 $219K - $267K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2020 Filed on Aug 13, 2020
3,561
$55.36 - $81.72 $197K - $291K
BKF
Ishares Mcsi Bic ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
114,000
$34.21 - $42.69 $3.9M - $4.87M
NGTF
Night Food Holdings, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
20,000
$0.18 - $0.28 $3.6K - $5.6K
GNR
Spdr S&P Global Natural Resour

ETFs
Q1 2020 Filed on May 07, 2020
4,923
$25.37 - $46.38 $125K - $228K
United Technologies Corp
Q1 2020 Filed on May 07, 2020
1,420
N/A
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2020 Filed on May 07, 2020
4,827
$22.51 - $42.68 $109K - $206K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q3 2019 Filed on Nov 08, 2019
4,040
$54.3 - $58.65 $219K - $237K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q3 2019 Filed on Nov 08, 2019
3,775
$65.36 - $67.06 $247K - $253K
RTL
Necessity Retail Reit, Inc.

Real Estate
Q2 2019 Filed on Aug 01, 2019
15,074
N/A
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2019 Filed on Aug 01, 2019
2,324
N/A
AKBTY
Akbank T.A.S.

Financial Services
Q1 2019 Filed on Apr 30, 2019
15,548
N/A
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2019 Filed on Apr 30, 2019
5,990
N/A
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 13, 2019
3,999
N/A
KAI
Kadant Inc

Industrials
Q4 2018 Filed on Feb 13, 2019
2,000
$77.2 - $107.71 $154K - $215K
Spx Corp
Q4 2018 Filed on Feb 13, 2019
6,257
N/A
Spx Flow Inc
Q4 2018 Filed on Feb 13, 2019
4,694
N/A
Phillips Edison Grocery Center Reit Ii Inc
Q4 2018 Filed on Feb 13, 2019
102,063
N/A
Holly Frontier Corp
Q4 2018 Filed on Feb 13, 2019
3,502
N/A
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2018 Filed on Feb 13, 2019
550
$284.96 - $364.55 $157K - $201K
Express Scripts Holding CO
Q3 2018 Filed on Oct 23, 2018
3,652
N/A
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q3 2018 Filed on Oct 23, 2018
1,699
$134.7 - $169.79 $229K - $288K
Powershares Qqq Trust
Q2 2018 Filed on Aug 08, 2018
1,974
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 08, 2018
24,777
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q2 2018 Filed on Aug 08, 2018
10,811
$24.22 - $29.52 $262K - $319K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q2 2018 Filed on Aug 08, 2018
11,041
$24.11 - $24.38 $266K - $269K
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 08, 2018
39,028
N/A
MBB
Ishares Tr

ETFs
Q2 2018 Filed on Aug 08, 2018
2,180
$102.95 - $104.54 $224K - $228K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2018 Filed on Aug 08, 2018
13,648
N/A
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2018 Filed on May 09, 2018
30,744
N/A
Powershares ETF Trust
Q1 2018 Filed on May 09, 2018
4,545
N/A
Level 3 Communications Inc
Q4 2017 Filed on Feb 05, 2018
5,714
N/A
Liberty Global PLC
Q4 2017 Filed on Feb 05, 2018
7,691
N/A
FRSX
Foresight Autonomous Holdings Ltd.

Consumer Cyclical
Q4 2017 Filed on Feb 05, 2018
22,857
$3.54 - $7.13 $80.9K - $163K
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