AWM
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Align Wealth Management’s Oneok OKE Stock Holding History

Align 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
2022
Q4 		$404K Buy
+7,894
New +$485K 0.34% 20

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 $3.37T AUM 44.26% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Align Wealth Management's OKE Position: Q4 2022 in Review

Align Wealth Management opened a new position in Oneok (OKE) in Q4 2022: 7,894 shares worth $404K. The stake represents 0.34% of the portfolio and ranks #20 among its holdings.

1,028 funds tracked by Wall St. Rank hold OKE as of Q4 2022.

  • Align Wealth Management held 7,894 shares of Oneok worth $404K as of Q4 2022.
  • Oneok was a new Align Wealth Management position in Q4 2022.
  • Oneok made up 0.34% of Align Wealth Management's portfolio in Q4 2022, its #20 holding.
  • 1,028 funds tracked by Wall St. Rank held Oneok as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.