SSG
OKTA icon

Summit Securities Group’s Okta OKTA Stock Holding History

Summit Securities 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
2022
Q4 		– Sell
-374
Closed -$21.4K – 1305
2022
Q3 		$21K Buy
+374
New +$32.2K ﹤0.01% 717
2022
Q2 		– Sell
-609
Closed -$92K – 1161
2022
Q1 		$92K Buy
+609
New +$109K 0.01% 524
2021
Q2 		– Sell
-955
Closed -$211K – 808
2021
Q1 		$211K Buy
+955
New +$240K 0.02% 521

Other funds holding OKTA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's OKTA Position: Q4 2022 in Review

Summit Securities Group sold out of Okta (OKTA) in Q4 2022, closing a stake of 374 shares — an estimated $21.4K sold.

Summit Securities Group first reported a position in OKTA in Q1 2021 and held it in 3 quarters. The position peaked at $211K in Q1 2021. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Summit Securities Group reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Summit Securities Group sold 374 Okta shares in Q4 2022, an estimated $21.4K.
  • Summit Securities Group first reported a position in Okta in Q1 2021 and held it in 3 quarters.
  • Summit Securities Group's Okta position peaked at $211K in Q1 2021.
  • 581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.