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National Wealth Management Group’s Okta OKTA Stock Holding History

National Wealth Management Group’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
Q2 		– Sell
-4,155
Closed -$435K – 146
2024
Q1 		$435K Buy
+4,155
New +$383K 0.34% 79

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

National Wealth Management Group's OKTA Position: Q2 2024 in Review

National Wealth Management Group sold out of Okta (OKTA) in Q2 2024, closing a stake of 4,155 shares — an estimated $435K sold.

National Wealth Management Group first reported a position in OKTA in Q1 2024 and held it in 1 quarter. The position peaked at $435K in Q1 2024. 638 funds tracked by Wall St. Rank hold OKTA as of Q2 2024.

  • National Wealth Management Group reported no remaining Okta position as of Q2 2024 after selling out during the quarter.
  • National Wealth Management Group sold 4,155 Okta shares in Q2 2024, an estimated $435K.
  • National Wealth Management Group first reported a position in Okta in Q1 2024 and held it in 1 quarter.
  • National Wealth Management Group's Okta position peaked at $435K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held Okta as of Q2 2024.

Based on National Wealth Management Group's 13F filing for Q2 2024, filed 9 Aug 2024.