Rockwood Wealth Management’s Oneok OKE Stock Holding History

Rockwood Wealth Management’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	-8,856	Closed	-$520K	–	110
2021 Q4	$520K	Buy	+8,856	New	+$549K	0.23%	50

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

Rockwood Wealth Management's OKE Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Oneok (OKE) in Q1 2022, closing a stake of 8,856 shares — an estimated $520K sold.

Rockwood Wealth Management first reported a position in OKE in Q4 2021 and held it in 1 quarter. The position peaked at $520K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold OKE as of Q1 2022.

Rockwood Wealth Management reported no remaining Oneok position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 8,856 Oneok shares in Q1 2022, an estimated $520K.
Rockwood Wealth Management first reported a position in Oneok in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's Oneok position peaked at $520K in Q4 2021.
1,016 funds tracked by Wall St. Rank held Oneok as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.