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V Wealth Advisors’s Oneok OKE Stock Holding History

V Wealth 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
-1,300
Closed -$75K – 537
2021
Q3 		$75K Buy
+1,300
New +$69.9K 0.01% 509

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

V Wealth Advisors's OKE Position: Q3 2023 in Review

V Wealth Advisors reduced its Oneok (OKE) stake by 81% in Q3 2023, selling an estimated $1.37M and leaving 5,045 shares worth $320K. The position accounts for 0.26% of the portfolio, ranked #81.

V Wealth Advisors first reported a position in OKE in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.75M in Q4 2022. 1,264 funds tracked by Wall St. Rank hold OKE as of Q3 2023.

  • V Wealth Advisors held 5,045 shares of Oneok worth $320K as of Q3 2023.
  • V Wealth Advisors sold 20,991 Oneok shares in Q3 2023, an estimated $1.37M.
  • Oneok made up 0.26% of V Wealth Advisors's portfolio in Q3 2023, its #81 holding.
  • V Wealth Advisors first reported a position in Oneok in Q2 2017 and has held it in 24 quarters since.
  • V Wealth Advisors's Oneok position peaked at $1.75M in Q4 2022.
  • 1,264 funds tracked by Wall St. Rank held Oneok as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.