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CarsonAllaria Wealth Management’s Oneok OKE Stock Holding History

CarsonAllaria 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
2023
Q4 		– Sell
-138
Closed -$8.75K – 373
2023
Q3 		$8.75K Buy
+138
New +$9.01K 0.01% 219

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

CarsonAllaria Wealth Management's OKE Position: Q4 2023 in Review

CarsonAllaria Wealth Management sold out of Oneok (OKE) in Q4 2023, closing a stake of 138 shares — an estimated $8.75K sold.

CarsonAllaria Wealth Management first reported a position in OKE in Q3 2023 and held it in 1 quarter. The position peaked at $8.75K in Q3 2023. 1,307 funds tracked by Wall St. Rank hold OKE as of Q4 2023.

  • CarsonAllaria Wealth Management reported no remaining Oneok position as of Q4 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 138 Oneok shares in Q4 2023, an estimated $8.75K.
  • CarsonAllaria Wealth Management first reported a position in Oneok in Q3 2023 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Oneok position peaked at $8.75K in Q3 2023.
  • 1,307 funds tracked by Wall St. Rank held Oneok as of Q4 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.