BDO Wealth Advisors’s Oneok OKE Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$214K	Buy	3,460 +70	+2%	+$4.33K	0.02%	255
2023 Q1	$215K	Buy	3,390 +630	+23%	+$41.9K	0.03%	244
2022 Q4	$181K	Hold	2,760	–	–	0.02%	269
2022 Q3	$141K	Sell	2,760 -37	-1%	-$2.2K	0.02%	291
2022 Q2	$155K	Sell	2,797 -150	-5%	-$9.72K	0.02%	282
2022 Q1	$208K	Hold	2,947	–	–	0.02%	261
2021 Q4	$173K	Hold	2,947	–	–	0.02%	297
2021 Q3	$171K	Hold	2,947	–	–	0.02%	306
2021 Q2	$164K	Hold	2,947	–	–	0.02%	316
2021 Q1	$149K	Buy	2,947 +2,760	+1,476%	+$125K	0.02%	320
2020 Q4	$7K	Buy	187 +150	+405%	+$5.04K	﹤0.01%	595
2020 Q3	$1K	Buy	+37	New	+$1.03K	﹤0.01%	798

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BDO Wealth Advisors's OKE Position: Q2 2023 in Review

BDO Wealth Advisors increased its Oneok (OKE) stake by 2.1% in Q2 2023, buying an estimated $4.33K and bringing the position to 3,460 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #255.

BDO Wealth Advisors first reported a position in OKE in Q3 2020 and has held it in 12 quarters since. The position peaked at $215K in Q1 2023. 1,036 funds tracked by Wall St. Rank hold OKE as of Q2 2023.

BDO Wealth Advisors held 3,460 shares of Oneok worth $214K as of Q2 2023.
BDO Wealth Advisors bought 70 Oneok shares in Q2 2023, an estimated $4.33K.
Oneok made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #255 holding.
BDO Wealth Advisors first reported a position in Oneok in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's Oneok position peaked at $215K in Q1 2023.
1,036 funds tracked by Wall St. Rank held Oneok as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.