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Redwood Wealth Management Group’s Oneok OKE Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-168
Closed -$13.7K – 793
2024
Q2 		$13.7K Buy
+168
New +$13.4K 0.01% 519
2023
Q1 		– Sell
-3,128
Closed -$206K – 160
2022
Q4 		$206K Buy
+3,128
New +$192K 0.26% 112

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redwood Wealth Management Group's OKE Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Oneok (OKE) in Q3 2024, closing a stake of 168 shares — an estimated $13.7K sold.

Redwood Wealth Management Group first reported a position in OKE in Q4 2022 and held it in 2 quarters. The position peaked at $206K in Q4 2022. 1,461 funds tracked by Wall St. Rank hold OKE as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Oneok position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 168 Oneok shares in Q3 2024, an estimated $13.7K.
  • Redwood Wealth Management Group first reported a position in Oneok in Q4 2022 and held it in 2 quarters.
  • Redwood Wealth Management Group's Oneok position peaked at $206K in Q4 2022.
  • 1,461 funds tracked by Wall St. Rank held Oneok as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.