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Liberty Wealth Management’s Oneok OKE Stock Holding History

Liberty 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
2021
Q2 		– Sell
-1,135
Closed -$45K – 1148
2021
Q1 		$45K Hold
1,135
– – 0.02% 296
2020
Q4 		$45K Buy
1,135
+989
+677% +$33.2K 0.02% 293
2020
Q3 		$4K Hold
146
– – ﹤0.01% 662
2020
Q2 		$5K Hold
146
– – ﹤0.01% 619
2020
Q1 		$3K Sell
146
-33
-18% -$2.01K ﹤0.01% 686
2019
Q4 		$14K Sell
179
-519
-74% -$37.1K 0.01% 479
2019
Q3 		$51K Sell
698
-50
-7% -$3.54K 0.05% 228
2019
Q2 		$52K Buy
748
+150
+25% +$10.1K 0.05% 240
2019
Q1 		$41K Sell
598
-14
-2% -$907 0.03% 225
2018
Q4 		$33K Buy
+612
New +$38K 0.02% 246

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return