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WealthPLAN Partners’s Oneok OKE Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-303
Closed -$18.7K – 866
2023
Q2 		$18.7K Sell
303
-150
-33% -$9.28K ﹤0.01% 694
2023
Q1 		$28.8K Buy
+453
New +$30.1K ﹤0.01% 656
2022
Q1 		$248K Sell
3,919
-385
-9% -$24.6K 0.02% 345
2021
Q4 		$261K Sell
4,304
-7
-0.2% -$434 0.02% 337
2021
Q3 		$270K Sell
4,311
-167
-4% -$8.98K 0.02% 327
2021
Q2 		$237K Buy
4,478
+341
+8% +$18.2K 0.02% 322
2021
Q1 		$218K Buy
+4,137
New +$188K 0.02% 306
2019
Q2 		– Sell
-4,203
Closed -$282K – 266
2019
Q1 		$282K Sell
4,203
-140
-3% -$9.07K 0.04% 213
2018
Q4 		$294K Buy
4,343
+721
+20% +$44.8K 0.05% 196
2018
Q3 		$219K Sell
3,622
-8
-0.2% -$548 0.04% 226
2018
Q2 		$253K Buy
+3,630
New +$234K 0.05% 212

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 $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's OKE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Oneok (OKE) in Q3 2023, closing a stake of 303 shares — an estimated $18.7K sold.

WealthPLAN Partners first reported a position in OKE in Q2 2018 and held it in 11 quarters. The position peaked at $294K in Q4 2018. 1,265 funds tracked by Wall St. Rank hold OKE as of Q3 2023.

  • WealthPLAN Partners reported no remaining Oneok position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 303 Oneok shares in Q3 2023, an estimated $18.7K.
  • WealthPLAN Partners first reported a position in Oneok in Q2 2018 and held it in 11 quarters.
  • WealthPLAN Partners's Oneok position peaked at $294K in Q4 2018.
  • 1,265 funds tracked by Wall St. Rank held Oneok as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.