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 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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Lake Point Wealth Management's OKE Position: Q2 2022 in Review

Lake Point Wealth Management increased its Oneok (OKE) stake by 200% in Q2 2022, buying an estimated $13K and bringing the position to 300 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #125.

Lake Point Wealth Management first reported a position in OKE in Q4 2018 and has held it in 6 quarters since. The position peaked at $144K in Q4 2018. 977 funds tracked by Wall St. Rank hold OKE as of Q2 2022.

Lake Point Wealth Management held 300 shares of Oneok worth $17K as of Q2 2022.
Lake Point Wealth Management bought 200 Oneok shares in Q2 2022, an estimated $13K.
Oneok made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #125 holding.
Lake Point Wealth Management first reported a position in Oneok in Q4 2018 and has held it in 6 quarters since.
Lake Point Wealth Management's Oneok position peaked at $144K in Q4 2018.
977 funds tracked by Wall St. Rank held Oneok as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.