Kowal Investment Group’s Oneok OKE Stock Holding History

Kowal Investment Group’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	-289	Closed	-$17K	–	668
2021 Q3	$17K	Buy	+289	New	+$15.5K	0.01%	409

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kowal Investment Group's OKE Position: Q4 2021 in Review

Kowal Investment Group sold out of Oneok (OKE) in Q4 2021, closing a stake of 289 shares — an estimated $17K sold.

Kowal Investment Group first reported a position in OKE in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 965 funds tracked by Wall St. Rank hold OKE as of Q4 2021.

Kowal Investment Group reported no remaining Oneok position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 289 Oneok shares in Q4 2021, an estimated $17K.
Kowal Investment Group first reported a position in Oneok in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Oneok position peaked at $17K in Q3 2021.
965 funds tracked by Wall St. Rank held Oneok as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.