PBMares Wealth Management’s Oneok OKE Stock Holding History

PBMares 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 Q1	–	Sell	-7,272	Closed	-$279K	–	143
2020 Q4	$279K	Buy	+7,272	New	+$244K	0.32%	96

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

PBMares Wealth Management's OKE Position: Q1 2021 in Review

PBMares Wealth Management sold out of Oneok (OKE) in Q1 2021, closing a stake of 7,272 shares — an estimated $279K sold.

PBMares Wealth Management first reported a position in OKE in Q4 2020 and held it in 1 quarter. The position peaked at $279K in Q4 2020. 827 funds tracked by Wall St. Rank hold OKE as of Q1 2021.

PBMares Wealth Management reported no remaining Oneok position as of Q1 2021 after selling out during the quarter.
PBMares Wealth Management sold 7,272 Oneok shares in Q1 2021, an estimated $279K.
PBMares Wealth Management first reported a position in Oneok in Q4 2020 and held it in 1 quarter.
PBMares Wealth Management's Oneok position peaked at $279K in Q4 2020.
827 funds tracked by Wall St. Rank held Oneok as of Q1 2021.

Based on PBMares Wealth Management's 13F filing for Q1 2021, filed 15 Apr 2021.