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Riverview Trust Company’s Okta OKTA Stock Holding History

Riverview Trust Company’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
Q3 		– Sell
-206
Closed -$19.3K – 847
2024
Q2 		$19.3K Hold
206
– – 0.02% 450
2024
Q1 		$21.6K Buy
+206
New +$19K 0.02% 443
2023
Q4 		– Sell
-206
Closed -$16.8K – 471
2023
Q3 		$16.8K Hold
206
– – 0.01% 459
2023
Q2 		$14.3K Buy
+206
New +$15.6K 0.01% 561
2022
Q4 		– Sell
-533
Closed -$30K – 819
2022
Q3 		$30K Buy
+533
New +$45.9K 0.03% 275
2022
Q2 		– Sell
-99
Closed -$15K – 819
2022
Q1 		$15K Buy
+99
New +$17.7K 0.01% 618

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Riverview Trust Company's OKTA Position: Q3 2024 in Review

Riverview Trust Company sold out of Okta (OKTA) in Q3 2024, closing a stake of 206 shares — an estimated $19.3K sold.

Riverview Trust Company first reported a position in OKTA in Q1 2022 and held it in 6 quarters. The position peaked at $30K in Q3 2022. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Riverview Trust Company reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Riverview Trust Company sold 206 Okta shares in Q3 2024, an estimated $19.3K.
  • Riverview Trust Company first reported a position in Okta in Q1 2022 and held it in 6 quarters.
  • Riverview Trust Company's Okta position peaked at $30K in Q3 2022.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Riverview Trust Company's 13F filing for Q3 2024, filed 18 Oct 2024.