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Pursue Wealth Partners’s Oneok OKE Stock Holding History

Pursue Wealth Partners’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
Q4 		– Sell
-4,423
Closed -$227K – 111
2022
Q3 		$227K Buy
4,423
+30
+0.7% +$1.78K 0.16% 96
2022
Q2 		$244K Buy
4,393
+2,333
+113% +$151K 0.16% 98
2022
Q1 		$146K Buy
+2,060
New +$132K 0.06% 146

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pursue Wealth Partners's OKE Position: Q4 2022 in Review

Pursue Wealth Partners sold out of Oneok (OKE) in Q4 2022, closing a stake of 4,423 shares — an estimated $227K sold.

Pursue Wealth Partners first reported a position in OKE in Q1 2022 and held it in 3 quarters. The position peaked at $244K in Q2 2022. 1,029 funds tracked by Wall St. Rank hold OKE as of Q4 2022.

  • Pursue Wealth Partners reported no remaining Oneok position as of Q4 2022 after selling out during the quarter.
  • Pursue Wealth Partners sold 4,423 Oneok shares in Q4 2022, an estimated $227K.
  • Pursue Wealth Partners first reported a position in Oneok in Q1 2022 and held it in 3 quarters.
  • Pursue Wealth Partners's Oneok position peaked at $244K in Q2 2022.
  • 1,029 funds tracked by Wall St. Rank held Oneok as of Q4 2022.

Based on Pursue Wealth Partners's 13F filing for Q4 2022, filed 13 Feb 2023.