The Family Firm’s Oneok OKE Stock Holding History

The Family Firm’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 Q3	–	Sell	-290	Closed	-$23.6K	–	643
2024 Q2	$23.6K	Buy	+290	New	+$23.2K	0.01%	546

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

The Family Firm's OKE Position: Q3 2024 in Review

The Family Firm sold out of Oneok (OKE) in Q3 2024, closing a stake of 290 shares — an estimated $23.6K sold.

The Family Firm first reported a position in OKE in Q2 2024 and held it in 1 quarter. The position peaked at $23.6K in Q2 2024. 1,460 funds tracked by Wall St. Rank hold OKE as of Q3 2024.

The Family Firm reported no remaining Oneok position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 290 Oneok shares in Q3 2024, an estimated $23.6K.
The Family Firm first reported a position in Oneok in Q2 2024 and held it in 1 quarter.
The Family Firm's Oneok position peaked at $23.6K in Q2 2024.
1,460 funds tracked by Wall St. Rank held Oneok as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.