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Atlas Private Wealth Management’s Oneok OKE Stock Holding History

Atlas Private 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
2024
Q1 		$531K Sell
6,619
-495
-7% -$36.1K 0.22% 92
2023
Q4 		$500K Buy
7,114
+8
+0.1% +$536 0.23% 92
2023
Q3 		$451K Buy
7,106
+8
+0.1% +$522 0.24% 90
2023
Q2 		$438K Buy
7,098
+9
+0.1% +$557 0.23% 90
2023
Q1 		$450K Buy
7,089
+7
+0.1% +$465 0.27% 91
2022
Q4 		$465K Buy
7,082
+8
+0.1% +$492 0.21% 85
2022
Q3 		$362K Buy
7,074
+8
+0.1% +$476 0.26% 91
2022
Q2 		$392K Buy
7,066
+8
+0.1% +$519 0.27% 89
2022
Q1 		$499K Sell
7,058
-432
-6% -$27.6K 0.29% 93
2021
Q4 		$440K Buy
7,490
+7
+0.1% +$434 0.25% 99
2021
Q3 		$434K Sell
7,483
-271
-3% -$14.6K 0.27% 89
2021
Q2 		$431K Buy
7,754
+8
+0.1% +$426 0.27% 90
2021
Q1 		$392K Sell
7,746
-906
-10% -$41.2K 0.25% 92
2020
Q4 		$332K Sell
8,652
-1,638
-16% -$55.1K 0.24% 89
2020
Q3 		$267K Sell
10,290
-225
-2% -$6.26K 0.21% 93
2020
Q2 		$349K Buy
10,515
+24
+0.2% +$782 0.28% 86
2020
Q1 		$229K Buy
10,491
+105
+1% +$6.4K 0.21% 98
2019
Q4 		$786K Buy
+10,386
New +$743K 0.6% 46

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Atlas Private Wealth Management's OKE Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its Oneok (OKE) stake by 7% in Q1 2024, selling an estimated $36.1K and leaving 6,619 shares worth $531K. The position accounts for 0.22% of the portfolio, ranked #92.

Atlas Private Wealth Management first reported a position in OKE in Q4 2019 and has held it in 18 quarters since. The position peaked at $786K in Q4 2019. 1,373 funds tracked by Wall St. Rank hold OKE as of Q1 2024.

  • Atlas Private Wealth Management held 6,619 shares of Oneok worth $531K as of Q1 2024.
  • Atlas Private Wealth Management sold 495 Oneok shares in Q1 2024, an estimated $36.1K.
  • Oneok made up 0.22% of Atlas Private Wealth Management's portfolio in Q1 2024, its #92 holding.
  • Atlas Private Wealth Management first reported a position in Oneok in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's Oneok position peaked at $786K in Q4 2019.
  • 1,373 funds tracked by Wall St. Rank held Oneok as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.