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	–	335
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Parisi Gray Wealth Management's OKE Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Oneok (OKE) in Q3 2021, closing a stake of 1,000 shares — an estimated $56K sold.

Parisi Gray Wealth Management first reported a position in OKE in Q4 2017 and held it in 7 quarters. The position peaked at $56K in Q2 2021. 883 funds tracked by Wall St. Rank hold OKE as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Oneok position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 1,000 Oneok shares in Q3 2021, an estimated $56K.
Parisi Gray Wealth Management first reported a position in Oneok in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Oneok position peaked at $56K in Q2 2021.
883 funds tracked by Wall St. Rank held Oneok as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.