Lenox Wealth Advisors’s Oneok OKE Stock Holding History

Lenox Wealth 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 Q1	$20K	Hold	284	–	–	﹤0.01%	378
2021 Q4	$17K	Hold	284	–	–	﹤0.01%	429
2021 Q3	$16K	Hold	284	–	–	﹤0.01%	398
2021 Q2	$16K	Hold	284	–	–	﹤0.01%	405
2021 Q1	$14K	Hold	284	–	–	﹤0.01%	365
2020 Q4	$11K	Hold	284	–	–	﹤0.01%	415
2020 Q3	$7K	Hold	284	–	–	﹤0.01%	414
2020 Q2	$9K	Hold	284	–	–	﹤0.01%	392
2020 Q1	$6K	Hold	284	–	–	﹤0.01%	407
2019 Q4	$21K	Hold	284	–	–	﹤0.01%	330
2019 Q3	$21K	Buy	+284	New	+$20.1K	﹤0.01%	295

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Advisors's OKE Position: Q1 2022 in Review

Lenox Wealth Advisors held its Oneok (OKE) position steady in Q1 2022 at 284 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Lenox Wealth Advisors first reported a position in OKE in Q3 2019 and has held it in 11 quarters since. The position peaked at $21K in Q4 2019. 1,017 funds tracked by Wall St. Rank hold OKE as of Q1 2022.

Lenox Wealth Advisors held 284 shares of Oneok worth $20K as of Q1 2022.
Lenox Wealth Advisors left its Oneok share count unchanged in Q1 2022.
Oneok made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #378 holding.
Lenox Wealth Advisors first reported a position in Oneok in Q3 2019 and has held it in 11 quarters since.
Lenox Wealth Advisors's Oneok position peaked at $21K in Q4 2019.
1,017 funds tracked by Wall St. Rank held Oneok as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.