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Signature Wealth Management Partners’s Oneok OKE Stock Holding History

Signature Wealth Management Partners’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
Q4 		– Sell
-3,918
Closed -$249K – 99
2023
Q3 		$249K Buy
+3,918
New +$256K 0.24% 81

Other funds holding OKE

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Signature Wealth Management Partners's OKE Position: Q4 2023 in Review

Signature Wealth Management Partners sold out of Oneok (OKE) in Q4 2023, closing a stake of 3,918 shares — an estimated $249K sold.

Signature Wealth Management Partners first reported a position in OKE in Q3 2023 and held it in 1 quarter. The position peaked at $249K in Q3 2023. 1,308 funds tracked by Wall St. Rank hold OKE as of Q4 2023.

  • Signature Wealth Management Partners reported no remaining Oneok position as of Q4 2023 after selling out during the quarter.
  • Signature Wealth Management Partners sold 3,918 Oneok shares in Q4 2023, an estimated $249K.
  • Signature Wealth Management Partners first reported a position in Oneok in Q3 2023 and held it in 1 quarter.
  • Signature Wealth Management Partners's Oneok position peaked at $249K in Q3 2023.
  • 1,308 funds tracked by Wall St. Rank held Oneok as of Q4 2023.

Based on Signature Wealth Management Partners's 13F filing for Q4 2023, filed 19 Jan 2024.