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BOK Financial Private Wealth, Inc. Q2 2023 vs. Q3 2023: A Comparison of 13F Holdings

Ava Hoppe | 26 October, 2023

In the world of investments, staying updated on the latest holdings of fund companies is crucial. One way to do that is by analyzing the 13F filings that are submitted to the Securities and Exchange Commission (SEC) every quarter. These reports provide valuable insights into the position changes, investments, and value of various securities held by institutional investment managers.

In this article, we will delve into the Q2 2023 vs. Q3 2023 13F holdings comparison of BOK Financial Private Wealth, Inc. We will explore the changes in holdings of various issuers and analyze the percentage change in value. So, let's get started!

1. VOO - Vanguard Index Funds:

In Q2 2023, BOK Financial Private Wealth held 343,667 shares of VOO, with a value of $140,510,000. However, in Q3 2023, their holdings increased to 375,998 shares, with a value of $148,211,000, reflecting a 5.5% increase in holdings.

2. VUG - Vanguard Index Funds:

BOK Financial Private Wealth held 367,934 shares of VUG in Q2 2023, valued at $104,110,000. In Q3 2023, the number of shares remained relatively stable at 368,709, but the value decreased to $100,403,000, resulting in a 3.6% decrease in value.

3. VTV - Vanguard Index Funds:

The holdings of VTV increased from 472,582 shares in Q2 2023 to 488,810 shares in Q3 2023, signifying a 0.4% increase. The value of these holdings also saw a slight increase from $67,153,000 to $67,421,000.

4. IJH - iShares TR:

BOK Financial Private Wealth held 247,131 shares of IJH in Q2 2023, which decreased slightly to 248,824 shares in Q3 2023. The value of these shares also experienced a minor decline from $64,619,000 to $62,323,000, resulting in a 3.6% decrease in value.

5. VEA - Vanguard Tax-Managed Funds:

The holdings of VEA witnessed a significant decrease in Q3 2023. BOK Financial Private Wealth held 1,520,541 shares in Q2 2023, which declined to 1,392,071 shares, representing a 13.3% decrease in holdings. The value of these shares also decreased from $70,218,000 to $60,861,000.

6. IWB - iShares TR:

The holdings of IWB declined from 262,804 shares in Q2 2023 to 256,894 shares in Q3 2023, resulting in a 5.4% decrease. The value also saw a decline from $64,055,000 to $60,605,000.

This article will continue to analyze and explain each holding change from the provided CSV data. Note that the data presented is based on the 13F filings of BOK Financial Private Wealth, Inc. and is for informational purposes only. Investors should conduct thorough research and consult with their financial advisors before making any investment decisions.

Stay tuned for the next section on BOK Financial Private Wealth, Inc.'s 13F holdings comparison!

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