RGT Wealth Advisors’s Oneok OKE Stock Holding History

RGT Wealth 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
2022 Q1	–	Sell	-2,750	Closed	-$162K	–	265
2021 Q4	$162K	Buy	+2,750	New	+$171K	0.02%	99
2021 Q1	–	Sell	-5,240	Closed	-$201K	–	67
2020 Q4	$201K	Buy	+5,240	New	+$176K	0.04%	68

Other funds holding OKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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 New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RGT Wealth Advisors's OKE Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Oneok (OKE) in Q1 2022, closing a stake of 2,750 shares — an estimated $162K sold.

RGT Wealth Advisors first reported a position in OKE in Q4 2020 and held it in 2 quarters. The position peaked at $201K in Q4 2020. 1,016 funds tracked by Wall St. Rank hold OKE as of Q1 2022.

RGT Wealth Advisors reported no remaining Oneok position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 2,750 Oneok shares in Q1 2022, an estimated $162K.
RGT Wealth Advisors first reported a position in Oneok in Q4 2020 and held it in 2 quarters.
RGT Wealth Advisors's Oneok position peaked at $201K in Q4 2020.
1,016 funds tracked by Wall St. Rank held Oneok as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.