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Equitable Trust’s Okta OKTA Stock Holding History

Equitable 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
2022
Q2 		– Sell
-1,759
Closed -$266K – 411
2022
Q1 		$266K Sell
1,759
-321
-15% -$57.5K 0.02% 347
2021
Q4 		$466K Buy
2,080
+527
+34% +$126K 0.03% 262
2021
Q3 		$368K Sell
1,553
-115
-7% -$28.6K 0.02% 273
2021
Q2 		$408K Sell
1,668
-77
-4% -$18.6K 0.03% 270
2021
Q1 		$385K Sell
1,745
-390
-18% -$98K 0.03% 269
2020
Q4 		$543K Buy
2,135
+22
+1% +$5.23K 0.04% 244
2020
Q3 		$452K Buy
2,113
+12
+0.6% +$2.5K 0.04% 241
2020
Q2 		$421K Sell
2,101
-1,336
-39% -$227K 0.04% 234
2020
Q1 		$420K Buy
+3,437
New +$431K 0.05% 226

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Trust's OKTA Position: Q2 2022 in Review

Equitable Trust sold out of Okta (OKTA) in Q2 2022, closing a stake of 1,759 shares — an estimated $266K sold.

Equitable Trust first reported a position in OKTA in Q1 2020 and held it in 9 quarters. The position peaked at $543K in Q4 2020. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Equitable Trust reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Equitable Trust sold 1,759 Okta shares in Q2 2022, an estimated $266K.
  • Equitable Trust first reported a position in Okta in Q1 2020 and held it in 9 quarters.
  • Equitable Trust's Okta position peaked at $543K in Q4 2020.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Equitable Trust's 13F filing for Q2 2022, filed 15 Jul 2022.