Safeguard Financial’s Oneok OKE Stock Holding History

Safeguard Financial’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	-210	Closed	-$12K	–	401
2023 Q2	$12K	Buy	+210	New	+$13K	0.01%	319

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

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

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

Safeguard Financial's OKE Position: Q3 2023 in Review

Safeguard Financial sold out of Oneok (OKE) in Q3 2023, closing a stake of 210 shares — an estimated $12K sold.

Safeguard Financial first reported a position in OKE in Q2 2023 and held it in 1 quarter. The position peaked at $12K in Q2 2023. 1,264 funds tracked by Wall St. Rank hold OKE as of Q3 2023.

Safeguard Financial reported no remaining Oneok position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 210 Oneok shares in Q3 2023, an estimated $12K.
Safeguard Financial first reported a position in Oneok in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Oneok position peaked at $12K in Q2 2023.
1,264 funds tracked by Wall St. Rank held Oneok as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.