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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 – 1147
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's OKE Position: Q2 2021 in Review

Liberty Wealth Management sold out of Oneok (OKE) in Q2 2021, closing a stake of 1,135 shares — an estimated $45K sold.

Liberty Wealth Management first reported a position in OKE in Q4 2018 and held it in 10 quarters. The position peaked at $52K in Q2 2019. 882 funds tracked by Wall St. Rank hold OKE as of Q2 2021.

  • Liberty Wealth Management reported no remaining Oneok position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,135 Oneok shares in Q2 2021, an estimated $45K.
  • Liberty Wealth Management first reported a position in Oneok in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Oneok position peaked at $52K in Q2 2019.
  • 882 funds tracked by Wall St. Rank held Oneok as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.