Fiduciary Planning’s Oneok OKE Stock Holding History

Fiduciary Planning’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 Q2	–	Sell	-661	Closed	-$33K	–	198
2021 Q1	$33K	Buy	661 +50	+8%	+$2.27K	0.05%	94
2020 Q4	$23K	Buy	+611	New	+$20.5K	0.03%	105

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Planning's OKE Position: Q2 2021 in Review

Fiduciary Planning sold out of Oneok (OKE) in Q2 2021, closing a stake of 661 shares — an estimated $33K sold.

Fiduciary Planning first reported a position in OKE in Q4 2020 and held it in 2 quarters. The position peaked at $33K in Q1 2021. 881 funds tracked by Wall St. Rank hold OKE as of Q2 2021.

Fiduciary Planning reported no remaining Oneok position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 661 Oneok shares in Q2 2021, an estimated $33K.
Fiduciary Planning first reported a position in Oneok in Q4 2020 and held it in 2 quarters.
Fiduciary Planning's Oneok position peaked at $33K in Q1 2021.
881 funds tracked by Wall St. Rank held Oneok as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.