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HeadInvest LLC’s Oneok OKE Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-387
Closed -$23.9K – 539
2023
Q3 		$23.9K Buy
+387
New +$25.3K 0.01% 440

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HeadInvest LLC's OKE Position: Q4 2023 in Review

HeadInvest LLC sold out of Oneok (OKE) in Q4 2023, closing a stake of 387 shares — an estimated $23.9K sold.

HeadInvest LLC first reported a position in OKE in Q3 2023 and held it in 1 quarter. The position peaked at $23.9K in Q3 2023. 1,307 funds tracked by Wall St. Rank hold OKE as of Q4 2023.

  • HeadInvest LLC reported no remaining Oneok position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 387 Oneok shares in Q4 2023, an estimated $23.9K.
  • HeadInvest LLC first reported a position in Oneok in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Oneok position peaked at $23.9K in Q3 2023.
  • 1,307 funds tracked by Wall St. Rank held Oneok as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.