Cypress Wealth Services’s Oneok OKE Stock Holding History

Cypress Wealth Services’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 Q2	–	Sell	-3,707	Closed	-$236K	–	262
2023 Q1	$236K	Buy	+3,707	New	+$246K	0.07%	212

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

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

Cypress Wealth Services's OKE Position: Q2 2023 in Review

Cypress Wealth Services sold out of Oneok (OKE) in Q2 2023, closing a stake of 3,707 shares — an estimated $236K sold.

Cypress Wealth Services first reported a position in OKE in Q1 2023 and held it in 1 quarter. The position peaked at $236K in Q1 2023. 1,036 funds tracked by Wall St. Rank hold OKE as of Q2 2023.

Cypress Wealth Services reported no remaining Oneok position as of Q2 2023 after selling out during the quarter.
Cypress Wealth Services sold 3,707 Oneok shares in Q2 2023, an estimated $236K.
Cypress Wealth Services first reported a position in Oneok in Q1 2023 and held it in 1 quarter.
Cypress Wealth Services's Oneok position peaked at $236K in Q1 2023.
1,036 funds tracked by Wall St. Rank held Oneok as of Q2 2023.

Based on Cypress Wealth Services's 13F filing for Q2 2023, filed 21 Jul 2023.