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Pacific Capital Wealth Advisors’s Oneok OKE Stock Holding History

Pacific Capital 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
2024
Q3 		– Sell
-151
Closed -$12.3K – 574
2024
Q2 		$12.3K Buy
151
+128
+557% +$10.2K ﹤0.01% 291
2024
Q1 		$1.84K Buy
+23
New +$1.68K ﹤0.01% 445

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pacific Capital Wealth Advisors's OKE Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Oneok (OKE) in Q3 2024, closing a stake of 151 shares — an estimated $12.3K sold.

Pacific Capital Wealth Advisors first reported a position in OKE in Q1 2024 and held it in 2 quarters. The position peaked at $12.3K in Q2 2024. 1,461 funds tracked by Wall St. Rank hold OKE as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Oneok position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 151 Oneok shares in Q3 2024, an estimated $12.3K.
  • Pacific Capital Wealth Advisors first reported a position in Oneok in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Oneok position peaked at $12.3K in Q2 2024.
  • 1,461 funds tracked by Wall St. Rank held Oneok as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.