Tiedemann Advisors’s Oneok OKE Stock Holding History

Tiedemann Advisors’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
2021 Q4	–	Sell	-1,800,000	Closed	-$252K	–	293
2021 Q3	$252K	Buy	+1,800,000	New	+$96.7M	0.01%	256

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Tiedemann Advisors's OKE Position: Q1 2023 in Review

Tiedemann Advisors sold out of Oneok (OKE) in Q1 2023, closing a stake of 11,472 shares — an estimated $754K sold.

Tiedemann Advisors first reported a position in OKE in Q3 2017 and held it in 22 quarters. The position peaked at $13.9M in Q1 2018. 1,024 funds tracked by Wall St. Rank hold OKE as of Q1 2023.

Tiedemann Advisors reported no remaining Oneok position as of Q1 2023 after selling out during the quarter.
Tiedemann Advisors sold 11,472 Oneok shares in Q1 2023, an estimated $754K.
Tiedemann Advisors first reported a position in Oneok in Q3 2017 and held it in 22 quarters.
Tiedemann Advisors's Oneok position peaked at $13.9M in Q1 2018.
1,024 funds tracked by Wall St. Rank held Oneok as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.