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Wealthcare Capital Management’s Oneok OKE Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-19
Closed -$1K – 484
2021
Q1 		$1K Buy
+19
New +$863 ﹤0.01% 705
2020
Q1 		– Sell
-33
Closed -$2K – 521
2019
Q4 		$2K Buy
+33
New +$2.36K ﹤0.01% 527

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthcare Capital Management's OKE Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Oneok (OKE) in Q2 2021, closing a stake of 19 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in OKE in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 881 funds tracked by Wall St. Rank hold OKE as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Oneok position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 19 Oneok shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Oneok in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Oneok position peaked at $2K in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Oneok as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.