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Klaas Financial Asset Advisors’s Oneok OKE Stock Holding History

Klaas Financial Asset 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
2022
Q4 		– Sell
-776
Closed -$40K – 69
2022
Q3 		$40K Hold
776
– – 0.01% 54
2022
Q2 		$43K Hold
776
– – 0.01% 54
2022
Q1 		$55K Hold
776
– – 0.01% 50
2021
Q4 		$46K Buy
776
+11
+1% +$682 0.01% 51
2021
Q3 		$44K Buy
765
+13
+2% +$699 0.01% 52
2021
Q2 		$42K Buy
752
+13
+2% +$693 0.01% 51
2021
Q1 		$37K Buy
739
+15
+2% +$682 0.01% 46
2020
Q4 		$28K Buy
+724
New +$24.3K 0.01% 48

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

Klaas Financial Asset Advisors's OKE Position: Q4 2022 in Review

Klaas Financial Asset Advisors sold out of Oneok (OKE) in Q4 2022, closing a stake of 776 shares — an estimated $40K sold.

Klaas Financial Asset Advisors first reported a position in OKE in Q4 2020 and held it in 8 quarters. The position peaked at $55K in Q1 2022. 1,029 funds tracked by Wall St. Rank hold OKE as of Q4 2022.

  • Klaas Financial Asset Advisors reported no remaining Oneok position as of Q4 2022 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 776 Oneok shares in Q4 2022, an estimated $40K.
  • Klaas Financial Asset Advisors first reported a position in Oneok in Q4 2020 and held it in 8 quarters.
  • Klaas Financial Asset Advisors's Oneok position peaked at $55K in Q1 2022.
  • 1,029 funds tracked by Wall St. Rank held Oneok as of Q4 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.