AFS
OKTA icon

Annapolis Financial Services’s Okta OKTA Stock Holding History

Annapolis Financial Services’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
2024
Q3 		– Hold
0
– – – 473
2022
Q4 		– Sell
-22
Closed -$1K – 504
2022
Q3 		$1K Hold
22
– – ﹤0.01% 486
2022
Q2 		$2K Hold
22
– – ﹤0.01% 394
2022
Q1 		$3K Hold
22
– – ﹤0.01% 386
2021
Q4 		$5K Hold
22
– – ﹤0.01% 351
2021
Q3 		$5K Hold
22
– – ﹤0.01% 335
2021
Q2 		$5K Hold
22
– – ﹤0.01% 313
2021
Q1 		$5K Hold
22
– – ﹤0.01% 299
2020
Q4 		$6K Buy
+22
New +$5.23K ﹤0.01% 287

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Annapolis Financial Services's OKTA Position: Q3 2024 in Review

Annapolis Financial Services held its Okta (OKTA) position steady in Q3 2024 at 0 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Annapolis Financial Services first reported a position in OKTA in Q4 2020 and has held it in 8 quarters since. The position peaked at $6K in Q4 2020. 627 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Annapolis Financial Services held 0 shares of Okta worth $37 as of Q3 2024.
  • Annapolis Financial Services left its Okta share count unchanged in Q3 2024.
  • Okta made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #473 holding.
  • Annapolis Financial Services first reported a position in Okta in Q4 2020 and has held it in 8 quarters since.
  • Annapolis Financial Services's Okta position peaked at $6K in Q4 2020.
  • 627 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.