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Redwood Financial Network’s Oneok OKE Stock Holding History

Redwood Financial Network’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
2023
Q3 		– Sell
-3,259
Closed -$201K – 150
2023
Q2 		$201K Buy
3,259
+12
+0.4% +$742 0.19% 146
2023
Q1 		$206K Buy
3,247
+11
+0.3% +$731 0.21% 140
2022
Q4 		$213K Buy
+3,236
New +$199K 0.24% 130

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Redwood Financial Network's OKE Position: Q3 2023 in Review

Redwood Financial Network sold out of Oneok (OKE) in Q3 2023, closing a stake of 3,259 shares — an estimated $201K sold.

Redwood Financial Network first reported a position in OKE in Q4 2022 and held it in 3 quarters. The position peaked at $213K in Q4 2022. 1,264 funds tracked by Wall St. Rank hold OKE as of Q3 2023.

  • Redwood Financial Network reported no remaining Oneok position as of Q3 2023 after selling out during the quarter.
  • Redwood Financial Network sold 3,259 Oneok shares in Q3 2023, an estimated $201K.
  • Redwood Financial Network first reported a position in Oneok in Q4 2022 and held it in 3 quarters.
  • Redwood Financial Network's Oneok position peaked at $213K in Q4 2022.
  • 1,264 funds tracked by Wall St. Rank held Oneok as of Q3 2023.

Based on Redwood Financial Network's 13F filing for Q3 2023, filed 8 Nov 2023.