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BOK FINANCIAL PRIVATE WEALTH, INC.

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DENVER CO Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

BOK Financial Private Wealth is based out of Denver. BOK Financial Private Wealth is a large advisory firm with 870 clients and discretionary assets under management (AUM) of $2,456,848,884 (Form ADV from 2023-09-26). Their last reported 13F filing for Q4 2023 included $1,230,737,004 in managed 13F securities and a top 10 holdings concentration of 59.88%. BOK Financial Private Wealth's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 371,695. Whalewisdom has at least 79 13F filings, and 8 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $1.23b, Prior: $1.14b
New Purchases 170 stocks
Added To 78 stocks
Sold out of 40 stocks
Reduced holdings in 120 stocks
Top 10 Holdings % 59.88%
Turnover %[1] 41.18%
Turnover Alt %[2] 2.35%
Time Held Top 20 21.7 quarters
Time Held Top 10 23.6 quarters
Time Held All 10.01 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance