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Johnson & White Wealth Management’s Okta OKTA Stock Holding History

Johnson & White Wealth Management’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
Q1 		– Sell
-1,270
Closed -$710K – 111
2022
Q4 		$710K Buy
+1,270
New +$72.5K 0.72% 33

Other funds holding OKTA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johnson & White Wealth Management's OKTA Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Okta (OKTA) in Q1 2023, closing a stake of 1,270 shares — an estimated $710K sold.

Johnson & White Wealth Management first reported a position in OKTA in Q4 2022 and held it in 1 quarter. The position peaked at $710K in Q4 2022. 635 funds tracked by Wall St. Rank hold OKTA as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Okta position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 1,270 Okta shares in Q1 2023, an estimated $710K.
  • Johnson & White Wealth Management first reported a position in Okta in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Okta position peaked at $710K in Q4 2022.
  • 635 funds tracked by Wall St. Rank held Okta as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.