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Wilbanks Smith & Thomas Asset Management’s Oneok OKE Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		– Sell
-3,462
Closed -$243K – 537
2023
Q4 		$243K Sell
3,462
-33
-0.9% -$2.21K 0.01% 473
2023
Q3 		$222K Buy
+3,495
New +$228K 0.01% 464
2018
Q4 		– Sell
-374
Closed -$25K – 1008
2018
Q3 		$25K Buy
+374
New +$25.6K ﹤0.01% 836

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's OKE Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management sold out of Oneok (OKE) in Q1 2024, closing a stake of 3,462 shares — an estimated $243K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in OKE in Q3 2018 and held it in 3 quarters. The position peaked at $243K in Q4 2023. 1,373 funds tracked by Wall St. Rank hold OKE as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Oneok position as of Q1 2024 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 3,462 Oneok shares in Q1 2024, an estimated $243K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Oneok in Q3 2018 and held it in 3 quarters.
  • Wilbanks Smith & Thomas Asset Management's Oneok position peaked at $243K in Q4 2023.
  • 1,373 funds tracked by Wall St. Rank held Oneok as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.