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Sugarloaf Wealth Management’s Oneok OKE Stock Holding History

Sugarloaf 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
2024
Q1 		– Sell
-18
Closed -$1.28K – 707
2023
Q4 		$1.28K Sell
18
-98
-84% -$6.57K ﹤0.01% 621
2023
Q3 		$7.37K Sell
116
-648
-85% -$42.3K ﹤0.01% 498
2023
Q2 		$47.2K Buy
764
+668
+696% +$41.3K 0.01% 297
2023
Q1 		$6.1K Sell
96
-671
-87% -$44.6K ﹤0.01% 532
2022
Q4 		$50.4K Sell
767
-481
-39% -$29.6K 0.01% 282
2022
Q3 		$64K Buy
1,248
+268
+27% +$15.9K 0.02% 254
2022
Q2 		$54K Buy
980
+160
+20% +$10.4K 0.01% 276
2022
Q1 		$63K Buy
820
+179
+28% +$11.5K 0.01% 247
2021
Q4 		$38K Buy
641
+61
+11% +$3.78K 0.01% 331
2021
Q3 		$34K Sell
580
-384
-40% -$20.6K 0.01% 334
2021
Q2 		$69K Buy
964
+156
+19% +$8.31K 0.02% 234
2021
Q1 		$41K Hold
808
– – 0.01% 301
2020
Q4 		$31K Hold
808
– – 0.01% 316
2020
Q3 		$21K Sell
808
-750
-48% -$20.9K 0.01% 348
2020
Q2 		$52K Hold
1,558
– – 0.02% 229
2020
Q1 		$34K Buy
1,558
+6
+0.4% +$366 0.02% 266
2019
Q4 		$117K Buy
+1,552
New +$111K 0.05% 160

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sugarloaf Wealth Management's OKE Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Oneok (OKE) in Q1 2024, closing a stake of 18 shares — an estimated $1.28K sold.

Sugarloaf Wealth Management first reported a position in OKE in Q4 2019 and held it in 17 quarters. The position peaked at $117K in Q4 2019. 1,373 funds tracked by Wall St. Rank hold OKE as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining Oneok position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 18 Oneok shares in Q1 2024, an estimated $1.28K.
  • Sugarloaf Wealth Management first reported a position in Oneok in Q4 2019 and held it in 17 quarters.
  • Sugarloaf Wealth Management's Oneok position peaked at $117K in Q4 2019.
  • 1,373 funds tracked by Wall St. Rank held Oneok as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.