First Personal Financial Services’s Oneok OKE Stock Holding History

First Personal Financial 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
2024 Q3	$274	Buy	+3	New	+$261	﹤0.01%	434
2020 Q1	–	Sell	-81	Closed	-$6K	–	456
2019 Q4	$6K	Hold	81	–	–	﹤0.01%	304
2019 Q3	$6K	Sell	81 -169	-68%	-$12K	﹤0.01%	385
2019 Q2	$17K	Buy	250 +81	+48%	+$5.46K	﹤0.01%	426
2019 Q1	$12K	Buy	+169	New	+$10.9K	﹤0.01%	472
2018 Q2	–	Sell	-714	Closed	-$41K	–	855
2018 Q1	$41K	Sell	714 -318	-31%	-$18.2K	0.01%	480
2017 Q4	$55K	Buy	1,032 +124	+14%	+$6.62K	0.01%	455
2017 Q3	$50K	Sell	908 -95	-9%	-$5.13K	0.01%	423
2017 Q2	$52K	Buy	1,003 +99	+11%	+$5.12K	0.01%	409
2017 Q1	$50K	Buy	904 +70	+8%	+$3.85K	0.01%	393
2016 Q4	$48K	Buy	834 +729	+694%	+$38.3K	0.01%	382
2016 Q3	$5K	Hold	105	–	–	﹤0.01%	700
2016 Q2	$5K	Buy	+105	New	+$4.17K	﹤0.01%	684

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

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

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

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

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

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

First Personal Financial Services's OKE Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Oneok (OKE) in Q3 2024: 3 shares worth $274. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in OKE as recently as Q4 2019.

First Personal Financial Services first reported a position in OKE in Q2 2016 and has held it in 13 quarters since. The position peaked at $55K in Q4 2017. 1,459 funds tracked by Wall St. Rank hold OKE as of Q3 2024.

First Personal Financial Services held 3 shares of Oneok worth $274 as of Q3 2024.
Oneok was a new First Personal Financial Services position in Q3 2024.
Oneok made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #434 holding.
First Personal Financial Services first reported a position in Oneok in Q2 2016 and has held it in 13 quarters since.
First Personal Financial Services's Oneok position peaked at $55K in Q4 2017.
1,459 funds tracked by Wall St. Rank held Oneok as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.