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Financial Synergies Wealth Advisors’s Oneok OKE Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-6
Closed -$482 – 332
2024
Q1 		$482 Hold
6
– – ﹤0.01% 458
2023
Q4 		$395 Hold
6
– – ﹤0.01% 393
2023
Q3 		$381 Hold
6
– – ﹤0.01% 460
2023
Q2 		$371 Hold
6
– – ﹤0.01% 458
2023
Q1 		$382 Hold
6
– – ﹤0.01% 443
2022
Q4 		$395 Hold
6
– – ﹤0.01% 393
2022
Q3 		$308 Hold
6
– – ﹤0.01% 420
2022
Q2 		$333 Buy
+6
New +$389 ﹤0.01% 431

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Synergies Wealth Advisors's OKE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Oneok (OKE) in Q2 2024, closing a stake of 6 shares — an estimated $482 sold.

Financial Synergies Wealth Advisors first reported a position in OKE in Q2 2022 and held it in 8 quarters. The position peaked at $482 in Q1 2024. 1,400 funds tracked by Wall St. Rank hold OKE as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Oneok position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 6 Oneok shares in Q2 2024, an estimated $482.
  • Financial Synergies Wealth Advisors first reported a position in Oneok in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Oneok position peaked at $482 in Q1 2024.
  • 1,400 funds tracked by Wall St. Rank held Oneok as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.