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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 – 454
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clearview Wealth Advisors's OKE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Oneok (OKE) in Q3 2023, closing a stake of 602 shares — an estimated $37.2K sold.

Clearview Wealth Advisors first reported a position in OKE in Q4 2020 and held it in 11 quarters. The position peaked at $39K in Q4 2022. 1,265 funds tracked by Wall St. Rank hold OKE as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Oneok position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 602 Oneok shares in Q3 2023, an estimated $37.2K.
  • Clearview Wealth Advisors first reported a position in Oneok in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Oneok position peaked at $39K in Q4 2022.
  • 1,265 funds tracked by Wall St. Rank held Oneok as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.