AWM
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AllSquare Wealth Management’s Oneok OKE Stock Holding History

AllSquare 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
Q3 		– Sell
-209
Closed -$7K – 480
2020
Q2 		$7K Buy
+209
New +$6.81K 0.01% 366
2019
Q2 		– Sell
-507
Closed -$35K – 479
2019
Q1 		$35K Hold
507
– – 0.03% 224
2018
Q4 		$27K Buy
507
+152
+43% +$9.44K 0.02% 230
2018
Q3 		$24K Sell
355
-44
-11% -$3.01K 0.02% 249
2018
Q2 		$28K Sell
399
-128
-24% -$8.24K 0.02% 242
2018
Q1 		$30K Buy
527
+25
+5% +$1.44K 0.02% 208
2017
Q4 		$27K Sell
502
-24
-5% -$1.28K 0.02% 209
2017
Q3 		$29K Buy
526
+92
+21% +$4.97K 0.02% 200
2017
Q2 		$23K Buy
+434
New +$22.5K 0.03% 105

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM