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Lake Point Wealth Management’s Oneok OKE Stock Holding History

Lake Point 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
2022
Q2 		$17K Buy
300
+200
+200% +$13K 0.01% 125
2022
Q1 		$7K Hold
100
– – ﹤0.01% 211
2021
Q4 		$6K Hold
100
– – ﹤0.01% 245
2021
Q3 		$6K Hold
100
– – ﹤0.01% 227
2021
Q2 		$6K Buy
+100
New +$5.33K ﹤0.01% 231
2019
Q1 		– Sell
-2,660
Closed -$144K – 809
2018
Q4 		$144K Buy
+2,660
New +$165K 0.05% 182

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return