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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
2023
Q1 		– Sell
-10,100
Closed -$690K – 1148
2022
Q4 		$690K Buy
10,100
+5,800
+135% +$331K 0.03% 194
2022
Q3 		$245K Buy
+4,300
New +$370K 0.02% 388
2021
Q2 		– Sell
-20
Closed -$441K – 807
2021
Q1 		$441K Sell
20
-10
-33% -$2.51K 0.05% 348
2020
Q4 		$763K Buy
+30
New +$7.13K 0.06% 273

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 582 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.
  • 582 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.