Fortitude Advisory Group’s Oneok OKE Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-1,177	Closed	-$83K	–	927
2022 Q1	$83K	Buy	1,177 +287	+32%	+$18.4K	0.04%	389
2021 Q4	$52K	Buy	+890	New	+$55.2K	0.03%	539

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Fortitude Advisory Group's OKE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Oneok (OKE) in Q2 2022, closing a stake of 1,177 shares — an estimated $83K sold.

Fortitude Advisory Group first reported a position in OKE in Q4 2021 and held it in 2 quarters. The position peaked at $83K in Q1 2022. 977 funds tracked by Wall St. Rank hold OKE as of Q2 2022.

Fortitude Advisory Group reported no remaining Oneok position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 1,177 Oneok shares in Q2 2022, an estimated $83K.
Fortitude Advisory Group first reported a position in Oneok in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Oneok position peaked at $83K in Q1 2022.
977 funds tracked by Wall St. Rank held Oneok as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.