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Curi Wealth Management’s Oneok OKE Stock Holding History

Curi 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
-3,204
Closed -$203K – 166
2023
Q3 		$203K Buy
+3,204
New +$209K 0.03% 145
2022
Q3 		– Sell
-7
Closed – – 539
2022
Q2 		$0 Hold
7
– – ﹤0.01% 700
2022
Q1 		$0 Hold
7
– – ﹤0.01% 609
2021
Q4 		$0 Buy
+7
New +$434 ﹤0.01% 570
2021
Q1 		– Sell
-7
Closed – – 364
2020
Q4 		$0 Buy
+7
New +$235 ﹤0.01% 481

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

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

Curi Wealth Management sold out of Oneok (OKE) in Q4 2023, closing a stake of 3,204 shares — an estimated $203K sold.

Curi Wealth Management first reported a position in OKE in Q4 2020 and held it in 5 quarters. The position peaked at $203K in Q3 2023. 1,307 funds tracked by Wall St. Rank hold OKE as of Q4 2023.

  • Curi Wealth Management reported no remaining Oneok position as of Q4 2023 after selling out during the quarter.
  • Curi Wealth Management sold 3,204 Oneok shares in Q4 2023, an estimated $203K.
  • Curi Wealth Management first reported a position in Oneok in Q4 2020 and held it in 5 quarters.
  • Curi Wealth Management's Oneok position peaked at $203K in Q3 2023.
  • 1,307 funds tracked by Wall St. Rank held Oneok as of Q4 2023.

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