Parisi Gray Wealth Management’s Oneok OKE Stock Holding History

Parisi Gray 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 Q3	–	Sell	-1,000	Closed	-$56K	–	403
2021 Q2	$56K	Buy	+1,000	New	+$53.3K	0.02%	288
2019 Q2	–	Sell	-196	Closed	-$14K	–	337
2019 Q1	$14K	Hold	196	–	–	0.01%	347
2018 Q4	$10K	Hold	196	–	–	0.01%	391
2018 Q3	$13K	Hold	196	–	–	0.01%	376
2018 Q2	$14K	Hold	196	–	–	0.01%	376
2018 Q1	$11K	Buy	196 +2	+1%	+$115	0.01%	425
2017 Q4	$11K	Buy	+194	New	+$10.4K	0.01%	441

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return