GYL Financial Synergies’s Oneok OKE Stock Holding History

GYL Financial Synergies’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	-3,314	Closed	-$233K	–	379
2023 Q4	$233K	Buy	3,314 +19	+0.6%	+$1.27K	0.02%	327
2023 Q3	$209K	Buy	+3,295	New	+$215K	0.02%	314

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

GYL Financial Synergies's OKE Position: Q1 2024 in Review

GYL Financial Synergies sold out of Oneok (OKE) in Q1 2024, closing a stake of 3,314 shares — an estimated $233K sold.

GYL Financial Synergies first reported a position in OKE in Q3 2023 and held it in 2 quarters. The position peaked at $233K in Q4 2023. 1,373 funds tracked by Wall St. Rank hold OKE as of Q1 2024.

GYL Financial Synergies reported no remaining Oneok position as of Q1 2024 after selling out during the quarter.
GYL Financial Synergies sold 3,314 Oneok shares in Q1 2024, an estimated $233K.
GYL Financial Synergies first reported a position in Oneok in Q3 2023 and held it in 2 quarters.
GYL Financial Synergies's Oneok position peaked at $233K in Q4 2023.
1,373 funds tracked by Wall St. Rank held Oneok as of Q1 2024.

Based on GYL Financial Synergies's 13F filing for Q1 2024, filed 14 May 2024.