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Annapolis Financial Services’s Oneok OKE Stock Holding History

Annapolis Financial Services’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 		– Sell
-10
Closed -$1K – 503
2022
Q3 		$1K Hold
10
– – ﹤0.01% 485
2022
Q2 		$1K Hold
10
– – ﹤0.01% 418
2022
Q1 		$1K Hold
10
– – ﹤0.01% 438
2021
Q4 		$1K Buy
+10
New +$620 ﹤0.01% 444

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 $3.38T AUM 44.17% 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

Annapolis Financial Services's OKE Position: Q4 2022 in Review

Annapolis Financial Services sold out of Oneok (OKE) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Annapolis Financial Services first reported a position in OKE in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 1,028 funds tracked by Wall St. Rank hold OKE as of Q4 2022.

  • Annapolis Financial Services reported no remaining Oneok position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 10 Oneok shares in Q4 2022, an estimated $1K.
  • Annapolis Financial Services first reported a position in Oneok in Q4 2021 and held it in 4 quarters.
  • Annapolis Financial Services's Oneok position peaked at $1K in Q3 2022.
  • 1,028 funds tracked by Wall St. Rank held Oneok as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.