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EA Series Trust’s Okta OKTA Stock Holding History

EA Series Trust’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
Q2 		$248K Buy
+3,579
New +$272K 0.01% 1015

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EA Series Trust's OKTA Position: Q2 2023 in Review

EA Series Trust opened a new position in Okta (OKTA) in Q2 2023: 3,579 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #1015 among its holdings.

616 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • EA Series Trust held 3,579 shares of Okta worth $248K as of Q2 2023.
  • Okta was a new EA Series Trust position in Q2 2023.
  • Okta made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #1015 holding.
  • 616 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.