Bel Air Investment Advisors’s Oneok OKE Stock Holding History

Bel Air Investment 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
2021 Q2	–	Sell	-5,648	Closed	-$286K	–	457
2021 Q1	$286K	Buy	+5,648	New	+$257K	0.01%	338

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bel Air Investment Advisors's OKE Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Oneok (OKE) in Q2 2021, closing a stake of 5,648 shares — an estimated $286K sold.

Bel Air Investment Advisors first reported a position in OKE in Q1 2021 and held it in 1 quarter. The position peaked at $286K in Q1 2021. 882 funds tracked by Wall St. Rank hold OKE as of Q2 2021.

Bel Air Investment Advisors reported no remaining Oneok position as of Q2 2021 after selling out during the quarter.
Bel Air Investment Advisors sold 5,648 Oneok shares in Q2 2021, an estimated $286K.
Bel Air Investment Advisors first reported a position in Oneok in Q1 2021 and held it in 1 quarter.
Bel Air Investment Advisors's Oneok position peaked at $286K in Q1 2021.
882 funds tracked by Wall St. Rank held Oneok as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.