Janiczek Wealth Management’s Oneok OKE Stock Holding History

Janiczek Wealth Management’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 Q2	$19.7K	Hold	241	–	–	﹤0.01%	562
2024 Q1	$19.3K	Hold	241	–	–	﹤0.01%	574
2023 Q4	$16.9K	Hold	241	–	–	﹤0.01%	574
2023 Q3	$15.3K	Hold	241	–	–	﹤0.01%	556
2023 Q2	$14.9K	Hold	241	–	–	﹤0.01%	496
2023 Q1	$16.2K	Sell	241 -24	-9%	-$1.59K	﹤0.01%	486
2022 Q4	$18.8K	Buy	265 +24	+10%	+$1.48K	0.01%	470
2022 Q3	$13K	Buy	241 +10	+4%	+$595	﹤0.01%	511
2022 Q2	$14K	Sell	231 -4	-2%	-$259	﹤0.01%	519
2022 Q1	$17K	Hold	235	–	–	﹤0.01%	486
2021 Q4	$14K	Sell	235 -1	-0.4%	-$62	﹤0.01%	540
2021 Q3	$14K	Buy	236 +4	+2%	+$215	0.01%	517
2021 Q2	$13K	Buy	232 +9	+4%	+$479	﹤0.01%	519
2021 Q1	$11K	Buy	223 +66	+42%	+$3K	﹤0.01%	513
2020 Q4	$6K	Buy	+157	New	+$5.28K	﹤0.01%	563

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

Janiczek Wealth Management's OKE Position: Q2 2024 in Review

Janiczek Wealth Management held its Oneok (OKE) position steady in Q2 2024 at 241 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Janiczek Wealth Management first reported a position in OKE in Q4 2020 and has held it in 15 quarters since. 1,399 funds tracked by Wall St. Rank hold OKE as of Q2 2024.

Janiczek Wealth Management held 241 shares of Oneok worth $19.7K as of Q2 2024.
Janiczek Wealth Management left its Oneok share count unchanged in Q2 2024.
Oneok made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #562 holding.
Janiczek Wealth Management first reported a position in Oneok in Q4 2020 and has held it in 15 quarters since.
1,399 funds tracked by Wall St. Rank held Oneok as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.