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Adams Wealth Management’s Oneok OKE Stock Holding History

Adams 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
2020
Q4 		– Sell
-648
Closed -$17K – 255
2020
Q3 		$17K Buy
+648
New +$18K 0.01% 156
2020
Q1 		– Sell
-10,226
Closed -$774K – 87
2019
Q4 		$774K Buy
+10,226
New +$731K 0.65% 44

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Adams Wealth Management's OKE Position: Q4 2020 in Review

Adams Wealth Management sold out of Oneok (OKE) in Q4 2020, closing a stake of 648 shares — an estimated $17K sold.

Adams Wealth Management first reported a position in OKE in Q4 2019 and held it in 2 quarters. The position peaked at $774K in Q4 2019. 798 funds tracked by Wall St. Rank hold OKE as of Q4 2020.

  • Adams Wealth Management reported no remaining Oneok position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 648 Oneok shares in Q4 2020, an estimated $17K.
  • Adams Wealth Management first reported a position in Oneok in Q4 2019 and held it in 2 quarters.
  • Adams Wealth Management's Oneok position peaked at $774K in Q4 2019.
  • 798 funds tracked by Wall St. Rank held Oneok as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.