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Intercontinental Wealth Advisors’s Oneok OKE Stock Holding History

Intercontinental 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
2021
Q4 		– Sell
-12,280
Closed -$712K – 291
2021
Q3 		$712K Buy
+12,280
New +$660K 0.17% 114

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Intercontinental Wealth Advisors's OKE Position: Q4 2021 in Review

Intercontinental Wealth Advisors sold out of Oneok (OKE) in Q4 2021, closing a stake of 12,280 shares — an estimated $712K sold.

Intercontinental Wealth Advisors first reported a position in OKE in Q3 2021 and held it in 1 quarter. The position peaked at $712K in Q3 2021. 965 funds tracked by Wall St. Rank hold OKE as of Q4 2021.

  • Intercontinental Wealth Advisors reported no remaining Oneok position as of Q4 2021 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 12,280 Oneok shares in Q4 2021, an estimated $712K.
  • Intercontinental Wealth Advisors first reported a position in Oneok in Q3 2021 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's Oneok position peaked at $712K in Q3 2021.
  • 965 funds tracked by Wall St. Rank held Oneok as of Q4 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.