Breaking Down BOK Financial Private Wealth's Q4 2022 vs. Q1 2023 Holdings

As the year comes to a close, financial institutions are starting to release their 13F Holdings reports for the fourth quarter of 2022. One such institution, BOK Financial Private Wealth, has recently released their Q4 2022 vs. Q1 2023 13F Holdings Comparison report. In this article, we will dive into the report and explore the changes made in BOK Financial Private Wealth's holdings over the past quarter.

First and foremost, it's important to note that BOK Financial Private Wealth's overall portfolio value increased by 7.2% from Q4 2022 to Q1 2023. This increase is largely attributed to a surge in holdings in companies such as VUG, APPLE INC, and PALO ALTO NETWORKS INC. These companies saw increases in BOK Financial Private Wealth's shares by 3,006, 1,319, and 750, respectively.

Additionally, BOK Financial Private Wealth added several new holdings to their portfolio in Q1 2023. One notable addition is MONSTER BEVERAGE CORP NEW, which was not held in Q4 2022 but appeared with 55,788 shares on the Q1 2023 report. BOK Financial Private Wealth also added to their existing holdings in companies such as JACOBS SOLUTIONS INC, ECOLAB INC, and DISNEY WALT CO.

However, it's important to note that not all of BOK Financial Private Wealth's holdings saw increases in Q1 2023. Holdings in companies such as ALPHA INC and XYLEM INC saw significant decreases in shares by 2,792 and 3,900, respectively. Despite these decreases, BOK Financial Private Wealth's portfolio value was able to maintain its positive trend thanks to gains in other holdings.

Overall, BOK Financial Private Wealth's Q4 2022 vs. Q1 2023 13F Holdings Comparison report shows that the institution made strategic moves in their portfolio over the past quarter. While some holdings saw decreases, others saw significant gains, contributing to an overall increase in portfolio value. Investors should take note of BOK Financial Private Wealth's holdings and consider these changes when making their own investment decisions.