Polaris Wealth Advisory Group’s Oneok OKE Stock Holding History

Polaris Wealth Advisory Group’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	-407,991	Closed	-$28.9M	–	163
2022 Q1	$28.9M	Buy	+407,991	New	+$26.1M	1.93%	21
2021 Q4	–	Sell	-19,893	Closed	-$1.21M	–	188
2021 Q3	$1.21M	Buy	+19,893	New	+$1.07M	0.07%	101
2019 Q2	–	Sell	-346,759	Closed	-$24.4M	–	168
2019 Q1	$24.4M	Buy	+346,759	New	+$22.5M	1.83%	21
2018 Q4	–	Sell	-100	Closed	-$7K	–	348
2018 Q3	$7K	Buy	+100	New	+$6.84K	﹤0.01%	431
2018 Q2	–	Sell	-100	Closed	-$6K	–	364
2018 Q1	$6K	Buy	+100	New	+$5.74K	﹤0.01%	394

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

Polaris Wealth Advisory Group's OKE Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of Oneok (OKE) in Q2 2022, closing a stake of 407,991 shares — an estimated $28.9M sold.

Polaris Wealth Advisory Group first reported a position in OKE in Q1 2018 and held it in 5 quarters. The position peaked at $28.9M in Q1 2022. 977 funds tracked by Wall St. Rank hold OKE as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining Oneok position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 407,991 Oneok shares in Q2 2022, an estimated $28.9M.
Polaris Wealth Advisory Group first reported a position in Oneok in Q1 2018 and held it in 5 quarters.
Polaris Wealth Advisory Group's Oneok position peaked at $28.9M in Q1 2022.
977 funds tracked by Wall St. Rank held Oneok as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.