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Graves Light Lenhart Wealth’s Oneok OKE Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-222
Closed -$12K – 446
2022
Q2 		$12K Hold
222
– – ﹤0.01% 468
2022
Q1 		$16K Hold
222
– – ﹤0.01% 494
2021
Q4 		$13K Hold
222
– – ﹤0.01% 577
2021
Q3 		$13K Hold
222
– – ﹤0.01% 541
2021
Q2 		$12K Hold
222
– – ﹤0.01% 542
2021
Q1 		$11K Hold
222
– – ﹤0.01% 560
2020
Q4 		$9K Buy
+222
New +$7.46K ﹤0.01% 560

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Graves Light Lenhart Wealth's OKE Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Oneok (OKE) in Q3 2022, closing a stake of 222 shares — an estimated $12K sold.

Graves Light Lenhart Wealth first reported a position in OKE in Q4 2020 and held it in 7 quarters. The position peaked at $16K in Q1 2022. 946 funds tracked by Wall St. Rank hold OKE as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Oneok position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 222 Oneok shares in Q3 2022, an estimated $12K.
  • Graves Light Lenhart Wealth first reported a position in Oneok in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Oneok position peaked at $16K in Q1 2022.
  • 946 funds tracked by Wall St. Rank held Oneok as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.