$425 Million is the total value of BOK Financial Private Wealth, Inc.'s 46 reported holdings in Q4 2012. The portfolio turnover from Q3 2012 to Q4 2012 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2012 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-01-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 45 | Q2 2024 | 17.3% |
VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 16.2% |
ISHARES TR | 45 | Q2 2024 | 9.0% |
Vanguard REIT Index Fund | 45 | Q2 2024 | 7.5% |
ISHARES TR | 45 | Q2 2024 | 6.3% |
Vanguard Small-Cap Index Fund | 45 | Q2 2024 | 4.4% |
VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 4.2% |
ISHARES TR | 45 | Q2 2024 | 1.7% |
APPLE INC | 45 | Q2 2024 | 2.1% |
ISHARES TR | 45 | Q2 2024 | 1.3% |
View BOK Financial Private Wealth, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
BOK Financial Private Wealth, Inc. | February 01, 2021 | ? | ? |
BOK Financial Private Wealth, Inc. | February 05, 2020 | ? | ? |
iSHARES TRUST | February 03, 2016 | 1,304,465 | 4.5% |
View BOK Financial Private Wealth, Inc.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-14 |
13F-HR | 2024-05-01 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-13 |
13F-HR | 2023-08-08 |
13F-HR | 2023-04-24 |
13F-HR | 2023-02-02 |
13F-HR/A | 2022-11-07 |
13F-HR | 2022-11-04 |
13F-HR | 2022-08-15 |
View BOK Financial Private Wealth, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.