Paulson Wealth Management’s Oneok OKE Stock Holding History

Paulson 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
2022 Q2	–	Sell	-3,300	Closed	-$233K	–	80
2022 Q1	$233K	Sell	3,300 -1,437	-30%	-$92K	0.11%	73
2021 Q4	$278K	Buy	+4,737	New	+$294K	0.12%	72
2020 Q1	–	Sell	-3,326	Closed	-$257K	–	90
2019 Q4	$257K	Buy	+3,326	New	+$238K	0.18%	87
2018 Q1	–	Sell	-2,331	Closed	-$125K	–	390
2017 Q4	$125K	Buy	+2,331	New	+$124K	0.11%	133

Other funds holding OKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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 New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Paulson Wealth Management's OKE Position: Q2 2022 in Review

Paulson Wealth Management sold out of Oneok (OKE) in Q2 2022, closing a stake of 3,300 shares — an estimated $233K sold.

Paulson Wealth Management first reported a position in OKE in Q4 2017 and held it in 4 quarters. The position peaked at $278K in Q4 2021. 977 funds tracked by Wall St. Rank hold OKE as of Q2 2022.

Paulson Wealth Management reported no remaining Oneok position as of Q2 2022 after selling out during the quarter.
Paulson Wealth Management sold 3,300 Oneok shares in Q2 2022, an estimated $233K.
Paulson Wealth Management first reported a position in Oneok in Q4 2017 and held it in 4 quarters.
Paulson Wealth Management's Oneok position peaked at $278K in Q4 2021.
977 funds tracked by Wall St. Rank held Oneok as of Q2 2022.

Based on Paulson Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.