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Resurgent Financial Advisors’s Oneok OKE Stock Holding History

Resurgent Financial Advisors’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
Q1 		– Sell
-334
Closed -$23.5K – 392
2023
Q4 		$23.5K Sell
334
-1,012
-75% -$67.8K 0.01% 462
2023
Q3 		$85.4K Buy
1,346
+1,020
+313% +$66.6K 0.06% 246
2023
Q2 		$20.1K Buy
326
+11
+3% +$680 0.01% 499
2023
Q1 		$20K Sell
315
-128
-29% -$8.5K 0.01% 488
2022
Q4 		$29.1K Buy
+443
New +$27.2K 0.02% 536

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Resurgent Financial Advisors's OKE Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Oneok (OKE) in Q1 2024, closing a stake of 334 shares — an estimated $23.5K sold.

Resurgent Financial Advisors first reported a position in OKE in Q4 2022 and held it in 5 quarters. The position peaked at $85.4K in Q3 2023. 1,373 funds tracked by Wall St. Rank hold OKE as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Oneok position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 334 Oneok shares in Q1 2024, an estimated $23.5K.
  • Resurgent Financial Advisors first reported a position in Oneok in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Oneok position peaked at $85.4K in Q3 2023.
  • 1,373 funds tracked by Wall St. Rank held Oneok as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.