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Spartan Planning & Wealth Management’s Oneok OKE Stock Holding History

Spartan Planning & 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
2023
Q4 		$188K Sell
2,673
-6,158
-70% -$413K 0.2% 58
2023
Q3 		$560K Buy
+8,831
New +$577K 0.66% 23
2022
Q4 		$363K Buy
+5,531
New +$340K 0.45% 35
2022
Q3 		– Sell
-2,191
Closed -$122K – 108
2022
Q2 		$122K Buy
+2,191
New +$142K 0.16% 43

Other funds holding OKE

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

Spartan Planning & Wealth Management's OKE Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Oneok (OKE) stake by 70% in Q4 2023, selling an estimated $413K and leaving 2,673 shares worth $188K. The position accounts for 0.2% of the portfolio, ranked #58.

Spartan Planning & Wealth Management first reported a position in OKE in Q2 2022 and has held it in 4 quarters since. The position peaked at $560K in Q3 2023. 1,307 funds tracked by Wall St. Rank hold OKE as of Q4 2023.

  • Spartan Planning & Wealth Management held 2,673 shares of Oneok worth $188K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 6,158 Oneok shares in Q4 2023, an estimated $413K.
  • Oneok made up 0.2% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #58 holding.
  • Spartan Planning & Wealth Management first reported a position in Oneok in Q2 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's Oneok position peaked at $560K in Q3 2023.
  • 1,307 funds tracked by Wall St. Rank held Oneok as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.