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Tyler-Stone Wealth Management’s Oneok OKE Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-200
Closed -$16.3K – 742
2024
Q2 		$16.3K Hold
200
– – 0.01% 559
2024
Q1 		$16K Hold
200
– – 0.01% 563
2023
Q4 		$14K Hold
200
– – 0.01% 572
2023
Q3 		$13K Buy
+200
New +$13.1K 0.01% 555

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Tyler-Stone Wealth Management's OKE Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Oneok (OKE) in Q3 2024, closing a stake of 200 shares — an estimated $16.3K sold.

Tyler-Stone Wealth Management first reported a position in OKE in Q3 2023 and held it in 4 quarters. The position peaked at $16.3K in Q2 2024. 1,461 funds tracked by Wall St. Rank hold OKE as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Oneok position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 Oneok shares in Q3 2024, an estimated $16.3K.
  • Tyler-Stone Wealth Management first reported a position in Oneok in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Oneok position peaked at $16.3K in Q2 2024.
  • 1,461 funds tracked by Wall St. Rank held Oneok as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.