AIA Group’s Okta OKTA Stock Holding History

AIA Group’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-18,800	Closed	-$1.3M	–	318
2023 Q2	$1.3M	Buy	+18,800	New	+$1.43M	0.06%	147
2023 Q1	–	Sell	-21,900	Closed	-$1.5M	–	412
2022 Q4	$1.5M	Buy	+21,900	New	+$1.25M	0.09%	91

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIA Group's OKTA Position: Q3 2023 in Review

AIA Group sold out of Okta (OKTA) in Q3 2023, closing a stake of 18,800 shares — an estimated $1.3M sold.

AIA Group first reported a position in OKTA in Q4 2022 and held it in 2 quarters. The position peaked at $1.5M in Q4 2022. 600 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

AIA Group reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
AIA Group sold 18,800 Okta shares in Q3 2023, an estimated $1.3M.
AIA Group first reported a position in Okta in Q4 2022 and held it in 2 quarters.
AIA Group's Okta position peaked at $1.5M in Q4 2022.
600 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on AIA Group's 13F filing for Q3 2023, filed 1 Nov 2023.