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Tradition Wealth Management’s Okta OKTA Stock Holding History

Tradition Wealth Management’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
Q2 		– Sell
-36
Closed -$3K – 1402
2023
Q1 		$3K Buy
+36
New +$2.74K ﹤0.01% 1259

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradition Wealth Management's OKTA Position: Q2 2023 in Review

Tradition Wealth Management sold out of Okta (OKTA) in Q2 2023, closing a stake of 36 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in OKTA in Q1 2023 and held it in 1 quarter. The position peaked at $3K in Q1 2023. 616 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • Tradition Wealth Management reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 36 Okta shares in Q2 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in Okta in Q1 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Okta position peaked at $3K in Q1 2023.
  • 616 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.