Bok Financial Private Wealth, Inc. Reduced Holdings in Q4 2024

Bok Financial Private Wealth, Inc.

  • $1.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-276
- 1.61%
$126.68 - $134.74 $35K - $37.2K
16.9K $2.16M
EMR
Emerson Electric CO

Industrials
-2.14K
- 14.1%
$108.13 - $134.33 $232K - $288K
13.1K $1.62M
ZBRA
Zebra Technologies Corp

Technology
-117
- 99.15%
$360.09 - $411.94 $42.1K - $48.2K
1 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
-39
- 2.46%
$62.74 - $97.24 $2.45K - $3.79K
1.55K $116K
MPC
Marathon Petroleum Corp

Energy
-218
- 51.29%
$131.65 - $174.84 $28.7K - $38.1K
207 $28K
CTVA
Corteva, Inc.

Basic Materials
-535
- 8.5%
$55.21 - $64.13 $29.5K - $34.3K
5.76K $328K
NFLX
Netflix Inc

Communication Services
-61
- 88.41%
$687.65 - $936.56 $41.9K - $57.1K
8 $7K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-36
- 87.8%
$701.85 - $1046.91 $25.3K - $37.7K
5 $3K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.1K
- 5.06%
$33.7 - $37.69 $37.1K - $41.5K
20.6K $709K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.52K
- 30.07%
$23.29 - $23.93 $35.3K - $36.3K
3.52K $82K
GLW
Corning Inc

Technology
-747
- 54.49%
$44.11 - $49.76 $33K - $37.2K
624 $29K
AMGN
Amgen Inc

Healthcare
-89
- 83.96%
$258.78 - $328.31 $23K - $29.2K
17 $4K
AXP
American Express CO

Financial Services
-121
- 57.08%
$267.35 - $305.57 $32.3K - $37K
91 $27K
MO
Altria Group, Inc.

Consumer Defensive
-600
- 20.0%
$49.06 - $57.74 $29.4K - $34.6K
2.4K $125K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-830
- 20.04%
$43.37 - $51.46 $36K - $42.7K
3.31K $159K
T
At&T Inc.

Communication Services
-1.33K
- 28.53%
$21.22 - $23.88 $28.2K - $31.7K
3.33K $75K
SHEL
Shell PLC

Energy
-310
- 12.63%
$60.63 - $70.23 $18.8K - $21.8K
2.14K $134K
NEE
Nextera Energy Inc

Utilities
-290
- 61.05%
$69.77 - $85.43 $20.2K - $24.8K
185 $13K
APD
Air Products & Chemicals, Inc.

Basic Materials
-83
- 96.51%
$285.5 - $335.62 $23.7K - $27.9K
3 $0
TRP
Tc Energy Corp

Energy
-490
- 24.62%
$44.03 - $50.23 $21.6K - $24.6K
1.5K $69K
KHC
Kraft Heinz CO

Consumer Defensive
-668
- 70.76%
$30.1 - $36.02 $20.1K - $24.1K
276 $8K
CC
Chemours CO

Basic Materials
-340
- 6.46%
$16.82 - $21.94 $5.72K - $7.46K
4.93K $83K
BK
Bank Of New York Mellon Corp

Financial Services
-382
- 29.89%
$70.82 - $81.87 $27.1K - $31.3K
896 $68K
NVS
Novartis Ag

Healthcare
-181
- 90.05%
$96.78 - $117.18 $17.5K - $21.2K
20 $1K
GOOG
Alphabet Inc.

Communication Services
-576
- 15.27%
$163.08 - $198.16 $93.9K - $114K
3.2K $608K
NEM
Newmont Corp

Basic Materials
-362
- 73.13%
$37.0 - $58.68 $13.4K - $21.2K
133 $4K
UPS
United Parcel Service Inc

Industrials
-145
- 88.41%
$122.65 - $138.35 $17.8K - $20.1K
19 $2K
GLD
Spdr Gold Trust

ETFs
-21
- 0.17%
$236.59 - $257.5 $4.97K - $5.41K
12.3K $2.97M
GILD
Gilead Sciences, Inc.

Healthcare
-199
- 99.5%
$83.95 - $97.9 $16.7K - $19.5K
1 $0
KMB
Kimberly Clark Corp

Consumer Defensive
-76
- 13.74%
$130.37 - $146.09 $9.91K - $11.1K
477 $62K
ITW
Illinois Tool Works Inc

Industrials
-46
- 15.49%
$253.56 - $278.5 $11.7K - $12.8K
251 $63K
RMD
Resmed Inc

Healthcare
-46
- 25.99%
$228.69 - $256.07 $10.5K - $11.8K
131 $29K
CMCSA
Comcast Corp

Communication Services
-341
- 81.0%
$37.39 - $45.14 $12.7K - $15.4K
80 $3K
HPE
Hewlett Packard Enterprise CO

Technology
-723
- 62.92%
$19.31 - $23.95 $14K - $17.3K
426 $9K
MDT
Medtronic PLC

Healthcare
-141
- 95.92%
$79.61 - $92.24 $11.2K - $13K
6 $0
IWN
Ishares Russell2000 Val ETF

ETFs
-67
- 10.89%
$162.69 - $181.35 $10.9K - $12.2K
548 $89K
BXP
Boston Properties Inc

Real Estate
-144
- 96.0%
$73.33 - $89.72 $10.6K - $12.9K
6 $0
TJX
Tjx Companies Inc

Consumer Cyclical
-113
- 16.82%
$112.15 - $127.2 $12.7K - $14.4K
559 $67K
DRI
Darden Restaurants Inc

Consumer Cyclical
-60
- 96.77%
$155.96 - $188.66 $9.36K - $11.3K
2 $0
HON
Honeywell International Inc

Industrials
-919
- 8.92%
$202.84 - $236.0 $186K - $217K
9.39K $2.12M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-296
- 66.37%
$26.63 - $30.23 $7.88K - $8.95K
150 $3K
AZN
Astrazeneca PLC

Healthcare
-69
- 20.29%
$63.2 - $79.58 $4.36K - $5.49K
271 $17K
PSX
Phillips 66

Energy
-49
- 25.39%
$110.35 - $138.93 $5.41K - $6.81K
144 $16K
C
Citigroup Inc

Financial Services
-159
- 63.6%
$61.31 - $72.5 $9.75K - $11.5K
91 $6K
KEY
Keycorp

Financial Services
-452
- 60.27%
$16.21 - $19.97 $7.33K - $9.03K
298 $5K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-54
- 90.0%
$101.77 - $113.02 $5.5K - $6.1K
6 $0
OKE
Oneok Inc

Energy
-62
- 79.49%
$92.28 - $117.05 $5.72K - $7.26K
16 $1K
CVS
Cvs Health Corp

Healthcare
-97
- 97.0%
$43.78 - $67.46 $4.25K - $6.54K
3 $0
EXR
Extra Space Storage Inc.

Real Estate
-34
- 82.93%
$142.35 - $178.32 $4.84K - $6.06K
7 $1K
Activity Summary
Buys All Purchases 297 New Holdings 180 Increased Positions 117 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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