Pinnacle Private Wealth’s Oneok OKE Stock Holding History

Pinnacle Private Wealth’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	-2,948	Closed	-$208K	–	303
2022 Q1	$208K	Sell	2,948 -2,367	-45%	-$151K	0.06%	282
2021 Q4	$312K	Buy	+5,315	New	+$330K	0.1%	204

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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

Pinnacle Private Wealth's OKE Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of Oneok (OKE) in Q2 2022, closing a stake of 2,948 shares — an estimated $208K sold.

Pinnacle Private Wealth first reported a position in OKE in Q4 2021 and held it in 2 quarters. The position peaked at $312K in Q4 2021. 977 funds tracked by Wall St. Rank hold OKE as of Q2 2022.

Pinnacle Private Wealth reported no remaining Oneok position as of Q2 2022 after selling out during the quarter.
Pinnacle Private Wealth sold 2,948 Oneok shares in Q2 2022, an estimated $208K.
Pinnacle Private Wealth first reported a position in Oneok in Q4 2021 and held it in 2 quarters.
Pinnacle Private Wealth's Oneok position peaked at $312K in Q4 2021.
977 funds tracked by Wall St. Rank held Oneok as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.