Fiduciary Alliance’s Okta OKTA Stock Holding History

Fiduciary Alliance’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	-665	Closed	-$46.1K	–	679
2023 Q2	$46.1K	Buy	+665	New	+$50.5K	0.01%	326

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiduciary Alliance's OKTA Position: Q3 2023 in Review

Fiduciary Alliance sold out of Okta (OKTA) in Q3 2023, closing a stake of 665 shares — an estimated $46.1K sold.

Fiduciary Alliance first reported a position in OKTA in Q2 2023 and held it in 1 quarter. The position peaked at $46.1K in Q2 2023. 599 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

Fiduciary Alliance reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 665 Okta shares in Q3 2023, an estimated $46.1K.
Fiduciary Alliance first reported a position in Okta in Q2 2023 and held it in 1 quarter.
Fiduciary Alliance's Okta position peaked at $46.1K in Q2 2023.
599 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.