Evolution Wealth Advisors’s Oneok OKE Stock Holding History

Evolution 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
2021 Q4	–	Sell	-111	Closed	-$6K	–	480
2021 Q3	$6K	Hold	111	–	–	﹤0.01%	485
2021 Q2	$6K	Hold	111	–	–	﹤0.01%	483
2021 Q1	$6K	Hold	111	–	–	﹤0.01%	505
2020 Q4	$4K	Buy	+111	New	+$3.73K	﹤0.01%	489
2020 Q1	–	Sell	-59	Closed	-$4K	–	550
2019 Q4	$4K	Buy	+59	New	+$4.22K	﹤0.01%	458
2019 Q3	–	Sell	-56	Closed	-$4K	–	558
2019 Q2	$4K	Buy	+56	New	+$3.77K	﹤0.01%	302

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 $3.37T AUM 44.26% 1-Year Est. Return

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

TCA

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Evolution Wealth Advisors's OKE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Oneok (OKE) in Q4 2021, closing a stake of 111 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in OKE in Q2 2019 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 965 funds tracked by Wall St. Rank hold OKE as of Q4 2021.

Evolution Wealth Advisors reported no remaining Oneok position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 111 Oneok shares in Q4 2021, an estimated $6K.
Evolution Wealth Advisors first reported a position in Oneok in Q2 2019 and held it in 6 quarters.
Evolution Wealth Advisors's Oneok position peaked at $6K in Q3 2021.
965 funds tracked by Wall St. Rank held Oneok as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.