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180 Wealth Advisors’s Oneok OKE Stock Holding History

180 Wealth Advisors’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,901
Closed -$410K – 380
2022
Q4 		$410K Sell
5,901
-29
-0.5% -$1.78K 0.1% 216
2022
Q3 		$304K Buy
5,930
+1,603
+37% +$95.3K 0.08% 239
2022
Q2 		$246K Buy
+4,327
New +$281K 0.06% 304

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

180 Wealth Advisors's OKE Position: Q1 2023 in Review

180 Wealth Advisors sold out of Oneok (OKE) in Q1 2023, closing a stake of 5,901 shares — an estimated $410K sold.

180 Wealth Advisors first reported a position in OKE in Q2 2022 and held it in 3 quarters. The position peaked at $410K in Q4 2022. 1,023 funds tracked by Wall St. Rank hold OKE as of Q1 2023.

  • 180 Wealth Advisors reported no remaining Oneok position as of Q1 2023 after selling out during the quarter.
  • 180 Wealth Advisors sold 5,901 Oneok shares in Q1 2023, an estimated $410K.
  • 180 Wealth Advisors first reported a position in Oneok in Q2 2022 and held it in 3 quarters.
  • 180 Wealth Advisors's Oneok position peaked at $410K in Q4 2022.
  • 1,023 funds tracked by Wall St. Rank held Oneok as of Q1 2023.

Based on 180 Wealth Advisors's 13F filing for Q1 2023, filed 7 Apr 2023.