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	-1,300	Closed	-$1K	–	254
2020 Q3	$1K	Buy	+1,300	New	+$36.2K	﹤0.01%	328

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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.