SFG
OKTA icon

Steward Financial Group’s Okta OKTA Stock Holding History

Steward 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
Q3 		$3K Buy
+49
New +$3.71K ﹤0.01% 866
2022
Q3 		– Sell
-14
Closed -$1K – 931
2022
Q2 		$1K Buy
+14
New +$1.51K ﹤0.01% 817

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

Steward Financial Group's OKTA Position: Q3 2023 in Review

Steward Financial Group opened a new position in Okta (OKTA) in Q3 2023: 49 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in OKTA as recently as Q2 2022.

Steward Financial Group first reported a position in OKTA in Q2 2022 and has held it in 2 quarters since. 599 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • Steward Financial Group held 49 shares of Okta worth $3K as of Q3 2023.
  • Okta was a new Steward Financial Group position in Q3 2023.
  • Okta made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #866 holding.
  • Steward Financial Group first reported a position in Okta in Q2 2022 and has held it in 2 quarters since.
  • 599 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.