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RE Dickinson Investment Advisors’s Okta OKTA Stock Holding History

RE Dickinson Investment Advisors’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
Q4 		– Sell
-80
Closed -$7K – 264
2023
Q3 		$7K Hold
80
– – ﹤0.01% 189
2023
Q2 		$6K Hold
80
– – ﹤0.01% 276
2023
Q1 		$7K Hold
80
– – ﹤0.01% 288
2022
Q4 		$5K Hold
80
– – ﹤0.01% 294
2022
Q3 		$5K Hold
80
– – ﹤0.01% 183
2022
Q2 		$7 Hold
80
– – ﹤0.01% 180
2022
Q1 		$12K Hold
80
– – 0.01% 169
2021
Q4 		$18K Buy
+80
New +$19.1K 0.01% 148

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RE Dickinson Investment Advisors's OKTA Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Okta (OKTA) in Q4 2023, closing a stake of 80 shares — an estimated $7K sold.

RE Dickinson Investment Advisors first reported a position in OKTA in Q4 2021 and held it in 8 quarters. The position peaked at $18K in Q4 2021. 620 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 80 Okta shares in Q4 2023, an estimated $7K.
  • RE Dickinson Investment Advisors first reported a position in Okta in Q4 2021 and held it in 8 quarters.
  • RE Dickinson Investment Advisors's Okta position peaked at $18K in Q4 2021.
  • 620 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.