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Abich Financial Wealth Management’s Oneok OKE Stock Holding History

Abich Financial Wealth Management’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
2024
Q2 		– Sell
-1,768
Closed -$142K – 859
2024
Q1 		$142K Buy
1,768
+635
+56% +$46.4K 0.11% 52
2023
Q4 		$79.6K Buy
+1,133
New +$75.9K 0.08% 60

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abich Financial Wealth Management's OKE Position: Q2 2024 in Review

Abich Financial Wealth Management sold out of Oneok (OKE) in Q2 2024, closing a stake of 1,768 shares — an estimated $142K sold.

Abich Financial Wealth Management first reported a position in OKE in Q4 2023 and held it in 2 quarters. The position peaked at $142K in Q1 2024. 1,399 funds tracked by Wall St. Rank hold OKE as of Q2 2024.

  • Abich Financial Wealth Management reported no remaining Oneok position as of Q2 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 1,768 Oneok shares in Q2 2024, an estimated $142K.
  • Abich Financial Wealth Management first reported a position in Oneok in Q4 2023 and held it in 2 quarters.
  • Abich Financial Wealth Management's Oneok position peaked at $142K in Q1 2024.
  • 1,399 funds tracked by Wall St. Rank held Oneok as of Q2 2024.

Based on Abich Financial Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.