Elmwood Wealth Management’s Oneok OKE Stock Holding History

Elmwood 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
2022 Q1	–	Sell	-500	Closed	-$29K	–	246
2021 Q4	$29K	Buy	+500	New	+$31K	0.01%	224

Other funds holding OKE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elmwood Wealth Management's OKE Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Oneok (OKE) in Q1 2022, closing a stake of 500 shares — an estimated $29K sold.

Elmwood Wealth Management first reported a position in OKE in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold OKE as of Q1 2022.

Elmwood Wealth Management reported no remaining Oneok position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 500 Oneok shares in Q1 2022, an estimated $29K.
Elmwood Wealth Management first reported a position in Oneok in Q4 2021 and held it in 1 quarter.
Elmwood Wealth Management's Oneok position peaked at $29K in Q4 2021.
1,016 funds tracked by Wall St. Rank held Oneok as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.