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Level Financial Advisors’s Oneok OKE Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-53
Closed -$3.72K – 195
2023
Q4 		$3.72K Hold
53
– – ﹤0.01% 226
2023
Q3 		$3.36K Buy
+53
New +$3.46K ﹤0.01% 232
2022
Q4 		– Sell
-569
Closed -$29K – 290
2022
Q3 		$29K Sell
569
-1,598
-74% -$95K 0.02% 121
2022
Q2 		$120K Buy
+2,167
New +$140K 0.09% 64

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Level Financial Advisors's OKE Position: Q1 2024 in Review

Level Financial Advisors sold out of Oneok (OKE) in Q1 2024, closing a stake of 53 shares — an estimated $3.72K sold.

Level Financial Advisors first reported a position in OKE in Q2 2022 and held it in 4 quarters. The position peaked at $120K in Q2 2022. 1,372 funds tracked by Wall St. Rank hold OKE as of Q1 2024.

  • Level Financial Advisors reported no remaining Oneok position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 53 Oneok shares in Q1 2024, an estimated $3.72K.
  • Level Financial Advisors first reported a position in Oneok in Q2 2022 and held it in 4 quarters.
  • Level Financial Advisors's Oneok position peaked at $120K in Q2 2022.
  • 1,372 funds tracked by Wall St. Rank held Oneok as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.