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Nations Financial Group’s Okta OKTA Stock Holding History

Nations Financial 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
2023
Q2 		– Sell
-12,000
Closed -$1.03M – 635
2023
Q1 		$1.03M Hold
12,000
– – 0.11% 220
2022
Q4 		$820K Hold
12,000
– – 0.09% 253
2022
Q3 		$682K Buy
+12,000
New +$1.03M 0.1% 225

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 $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nations Financial Group's OKTA Position: Q2 2023 in Review

Nations Financial Group sold out of Okta (OKTA) in Q2 2023, closing a stake of 12,000 shares — an estimated $1.03M sold.

Nations Financial Group first reported a position in OKTA in Q3 2022 and held it in 3 quarters. The position peaked at $1.03M in Q1 2023. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • Nations Financial Group reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • Nations Financial Group sold 12,000 Okta shares in Q2 2023, an estimated $1.03M.
  • Nations Financial Group first reported a position in Okta in Q3 2022 and held it in 3 quarters.
  • Nations Financial Group's Okta position peaked at $1.03M in Q1 2023.
  • 615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Nations Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.