HWMA
OKE icon

Heritage Wealth Management (Arizona)’s Oneok OKE Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$75.7K Buy
1,152
+576
+100% +$35.4K 0.01% 450
2022
Q3 		$30K Sell
576
-75
-12% -$4.46K 0.01% 472
2022
Q2 		$36.1K Sell
651
-67
-9% -$4.34K 0.01% 469
2022
Q1 		$51K Buy
+718
New +$46K 0.01% 470
2021
Q3 		$42K Hold
718
– – 0.01% 477
2021
Q2 		$40K Hold
718
– – 0.02% 488
2021
Q1 		$36K Buy
+718
New +$32.6K 0.02% 425

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s OKE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Oneok (OKE) stake by 100% in Q4 2022, buying an estimated $35.4K and bringing the position to 1,152 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #450.

Heritage Wealth Management (Arizona) first reported a position in OKE in Q1 2021 and has held it in 7 quarters since. 1,029 funds tracked by Wall St. Rank hold OKE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,152 shares of Oneok worth $75.7K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 576 Oneok shares in Q4 2022, an estimated $35.4K.
  • Oneok made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #450 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Oneok in Q1 2021 and has held it in 7 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Oneok as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.