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
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-537
- 95.55%
$8.24 - $11.07 $4.42K - $5.94K
25 $0
NTR
Nutrien Ltd.

Basic Materials
-25
- 2.19%
$44.04 - $50.78 $1.1K - $1.27K
1.12K $49K
WFC
Wells Fargo & Company

Financial Services
-592
- 22.77%
$54.98 - $77.35 $32.5K - $45.8K
2.01K $141K
USB
Us Bancorp \De\

Financial Services
-100
- 41.67%
$43.98 - $53.66 $4.4K - $5.37K
140 $6K
AEP
American Electric Power CO Inc

Utilities
-30
- 49.18%
$90.91 - $102.21 $2.73K - $3.07K
31 $2K
CF
Cf Industries Holdings, Inc.

Basic Materials
-41
- 93.18%
$81.39 - $94.14 $3.34K - $3.86K
3 $0
FE
Firstenergy Corp

Utilities
-58
- 50.88%
$39.14 - $44.52 $2.27K - $2.58K
56 $2K
OGN
Organon & Co.

Healthcare
-100
- 25.64%
$14.44 - $18.83 $1.44K - $1.88K
290 $4K
GS
Goldman Sachs Group Inc

Financial Services
-13
- 18.57%
$486.1 - $608.57 $6.32K - $7.91K
57 $32K
KD
Kyndryl Holdings, Inc.

Technology
-100
- 44.05%
$22.43 - $35.79 $2.24K - $3.58K
127 $4K
VTRS
Viatris Inc

Healthcare
-72
- 7.96%
$11.32 - $13.37 $815 - $963
833 $10K
Solventum Corp
-237
- 85.25%
N/A
41 $0
VTWO
Vanguard Russell 2000 ETF

ETFs
-9
- 2.44%
$87.42 - $98.06 $787 - $883
360 $32K
Jacobs Solutions Inc
-1.43K
- 11.14%
N/A
11.4K $0
Amentum Holdings Inc
-2.41K
- 18.22%
N/A
10.8K $0
EMBC
Embecta Corp.

Healthcare
-140
- 25.93%
$12.51 - $20.83 $1.75K - $2.92K
400 $8K
CSCO
Cisco Systems, Inc.

Technology
-2.54K
- 9.8%
$52.45 - $60.02 $133K - $153K
23.4K $1.38M
V
Visa Inc.

Financial Services
-172
- 11.84%
$273.87 - $320.91 $47.1K - $55.2K
1.28K $404K
DLR
Digital Realty Trust, Inc.

Real Estate
-6
- 1.32%
$156.46 - $195.69 $939 - $1.17K
450 $79K
DIS
Walt Disney CO

Communication Services
-1.68K
- 12.69%
$92.39 - $117.6 $156K - $198K
11.6K $1.29M
PSTG
Pure Storage, Inc.

Technology
-3.16K
- 16.89%
$48.19 - $66.6 $152K - $210K
15.5K $955K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-11
- 0.83%
$340.59 - $380.5 $3.75K - $4.19K
1.32K $483K
MA
Mastercard Inc

Financial Services
-609
- 5.63%
$491.3 - $536.15 $299K - $327K
10.2K $5.38M
AAPL
Apple Inc.

Technology
-5.22K
- 6.77%
$221.69 - $259.02 $1.16M - $1.35M
71.9K $18M
NOW
Service Now, Inc.

Technology
-164
- 12.32%
$867.18 - $1148.42 $142K - $188K
1.17K $1.24M
IWV
Ishares Russell 3000 ETF

ETFs
-25
- 0.28%
$323.08 - $349.08 $8.08K - $8.73K
8.75K $2.93M
EW
Edwards Lifesciences Corp

Healthcare
-222
- 1.8%
$64.54 - $75.92 $14.3K - $16.9K
12.1K $895K
VTI
Vanguard Total Stock Market Et

ETFs
-11
- 0.06%
$280.04 - $302.45 $3.08K - $3.33K
18.8K $5.44M
CRM
Salesforce, Inc.

Technology
-527
- 9.67%
$270.87 - $367.87 $143K - $194K
4.92K $1.65M
WMT
Walmart Inc.

Consumer Defensive
-689
- 2.66%
$79.1 - $95.7 $54.5K - $65.9K
25.3K $2.28M
MS
Morgan Stanley

Financial Services
-2.07K
- 9.89%
$104.42 - $134.99 $216K - $279K
18.9K $2.37M
JPM
Jpmorgan Chase & CO

Financial Services
-1.48K
- 6.27%
$205.18 - $250.29 $304K - $371K
22.1K $5.3M
GOOGL
Alphabet Inc.

Communication Services
-2.19K
- 5.46%
$161.86 - $196.66 $355K - $431K
38K $7.19M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.66K
- 1.6%
$311.11 - $335.64 $1.14M - $1.23M
224K $72.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.27K
- 5.44%
$180.88 - $232.93 $411K - $530K
39.5K $8.67M
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.85K
- 2.76%
$94.43 - $105.47 $930K - $1.04M
347K $35.2M
AVGO
Broadcom Inc.

Technology
-3.36K
- 8.5%
$159.67 - $250.0 $536K - $839K
36.1K $8.38M
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
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email