New Hampshire Trust’s Okta OKTA Stock Holding History

New Hampshire 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
2023 Q2	–	Sell	-40	Closed	-$3.45K	–	285
2023 Q1	$3.45K	Hold	40	–	–	﹤0.01%	367
2022 Q4	$2.73K	Buy	+40	New	+$2.28K	﹤0.01%	382

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New Hampshire Trust's OKTA Position: Q2 2023 in Review

New Hampshire Trust sold out of Okta (OKTA) in Q2 2023, closing a stake of 40 shares — an estimated $3.45K sold.

New Hampshire Trust first reported a position in OKTA in Q4 2022 and held it in 2 quarters. The position peaked at $3.45K in Q1 2023. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

New Hampshire Trust reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
New Hampshire Trust sold 40 Okta shares in Q2 2023, an estimated $3.45K.
New Hampshire Trust first reported a position in Okta in Q4 2022 and held it in 2 quarters.
New Hampshire Trust's Okta position peaked at $3.45K in Q1 2023.
615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.