TWP
OKE icon

TFO Wealth Partners’s Oneok OKE Stock Holding History

TFO Wealth 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
2024
Q2 		– Sell
-8
Closed -$641 – 548
2024
Q1 		$641 Hold
8
– – ﹤0.01% 217
2023
Q4 		$562 Hold
8
– – ﹤0.01% 305
2023
Q3 		$494 Hold
8
– – ﹤0.01% 461
2023
Q2 		$494 Hold
8
– – ﹤0.01% 287
2023
Q1 		$508 Sell
8
-52
-87% -$3.45K ﹤0.01% 241
2022
Q4 		$3.74K Buy
+60
New +$3.69K ﹤0.01% 194

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 $3.37T AUM 44.26% 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

TFO Wealth Partners's OKE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Oneok (OKE) in Q2 2024, closing a stake of 8 shares — an estimated $641 sold.

TFO Wealth Partners first reported a position in OKE in Q4 2022 and held it in 6 quarters. The position peaked at $3.74K in Q4 2022. 1,402 funds tracked by Wall St. Rank hold OKE as of Q2 2024.

  • TFO Wealth Partners reported no remaining Oneok position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 Oneok shares in Q2 2024, an estimated $641.
  • TFO Wealth Partners first reported a position in Oneok in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Oneok position peaked at $3.74K in Q4 2022.
  • 1,402 funds tracked by Wall St. Rank held Oneok as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.