RJT
OKTA icon

Raymond James Trust’s Okta OKTA Stock Holding History

Raymond James 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
2022
Q2 		– Sell
-2,307
Closed -$349K – 1149
2022
Q1 		$349K Buy
2,307
+581
+34% +$104K 0.01% 797
2021
Q4 		$387K Sell
1,726
-62
-3% -$14.8K 0.01% 763
2021
Q3 		$424K Buy
1,788
+209
+13% +$51.9K 0.01% 684
2021
Q2 		$386K Sell
1,579
-225
-12% -$54.3K 0.01% 735
2021
Q1 		$398K Buy
1,804
+104
+6% +$26.1K 0.01% 682
2020
Q4 		$432K Buy
1,700
+16
+1% +$3.8K 0.02% 608
2020
Q3 		$360K Hold
1,684
– – 0.02% 616
2020
Q2 		$337K Buy
+1,684
New +$286K 0.02% 609

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return