Clearview Wealth Advisors’s Oneok OKE Stock Holding History

Clearview 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 Q3	–	Sell	-602	Closed	-$37.2K	–	455
2023 Q2	$37.2K	Buy	602 +1	+0.2%	+$62	0.04%	212
2023 Q1	$38.2K	Buy	601 +8	+1%	+$531	0.04%	213
2022 Q4	$39K	Buy	593 +58	+11%	+$3.56K	0.03%	181
2022 Q3	$27K	Buy	535 +8	+2%	+$476	0.02%	221
2022 Q2	$29K	Sell	527 -24	-4%	-$1.56K	0.02%	237
2022 Q1	$39K	Buy	551 +8	+1%	+$512	0.03%	223
2021 Q4	$32K	Buy	543 +7	+1%	+$434	0.02%	273
2021 Q3	$31K	Buy	536 +10	+2%	+$537	0.02%	284
2021 Q2	$29K	Buy	526 +9	+2%	+$479	0.02%	298
2021 Q1	$26K	Buy	517 +11	+2%	+$500	0.02%	302
2020 Q4	$19K	Buy	+506	New	+$17K	0.01%	306

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return