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Personal CFO Solutions’s Oneok OKE Stock Holding History

Personal CFO Solutions’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
Q1 		– Sell
-5,563
Closed -$327K – 504
2021
Q4 		$327K Buy
5,563
+1,812
+48% +$112K 0.06% 301
2021
Q3 		$218K Buy
+3,751
New +$202K 0.04% 400
2021
Q1 		– Sell
-8,535
Closed -$328K – 436
2020
Q4 		$328K Buy
+8,535
New +$287K 0.08% 225
2019
Q4 		– Sell
-4,561
Closed -$336K – 372
2019
Q3 		$336K Buy
+4,561
New +$323K 0.13% 185

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Personal CFO Solutions's OKE Position: Q1 2022 in Review

Personal CFO Solutions sold out of Oneok (OKE) in Q1 2022, closing a stake of 5,563 shares — an estimated $327K sold.

Personal CFO Solutions first reported a position in OKE in Q3 2019 and held it in 4 quarters. The position peaked at $336K in Q3 2019. 1,016 funds tracked by Wall St. Rank hold OKE as of Q1 2022.

  • Personal CFO Solutions reported no remaining Oneok position as of Q1 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 5,563 Oneok shares in Q1 2022, an estimated $327K.
  • Personal CFO Solutions first reported a position in Oneok in Q3 2019 and held it in 4 quarters.
  • Personal CFO Solutions's Oneok position peaked at $336K in Q3 2019.
  • 1,016 funds tracked by Wall St. Rank held Oneok as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.