FSC Wealth Advisors’s Oneok OKE Stock Holding History

FSC 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 Q1	–	Sell	-166	Closed	-$11.7K	–	290
2023 Q4	$11.7K	Buy	+166	New	+$11.1K	0.01%	196

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

FSC Wealth Advisors's OKE Position: Q1 2024 in Review

FSC Wealth Advisors sold out of Oneok (OKE) in Q1 2024, closing a stake of 166 shares — an estimated $11.7K sold.

FSC Wealth Advisors first reported a position in OKE in Q4 2023 and held it in 1 quarter. The position peaked at $11.7K in Q4 2023. 1,372 funds tracked by Wall St. Rank hold OKE as of Q1 2024.

FSC Wealth Advisors reported no remaining Oneok position as of Q1 2024 after selling out during the quarter.
FSC Wealth Advisors sold 166 Oneok shares in Q1 2024, an estimated $11.7K.
FSC Wealth Advisors first reported a position in Oneok in Q4 2023 and held it in 1 quarter.
FSC Wealth Advisors's Oneok position peaked at $11.7K in Q4 2023.
1,372 funds tracked by Wall St. Rank held Oneok as of Q1 2024.

Based on FSC Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.