VitalStone Financial’s Okta OKTA Stock Holding History

VitalStone Financial’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	-3	Closed	–	–	460
2022 Q4	$0	Buy	+3	New	+$171	﹤0.01%	562

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VitalStone Financial's OKTA Position: Q1 2023 in Review

VitalStone Financial sold out of Okta (OKTA) in Q1 2023, closing a stake of 3 shares.

VitalStone Financial first reported a position in OKTA in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 635 funds tracked by Wall St. Rank hold OKTA as of Q1 2023.

VitalStone Financial reported no remaining Okta position as of Q1 2023 after selling out during the quarter.
VitalStone Financial sold 3 Okta shares in Q1 2023.
VitalStone Financial first reported a position in Okta in Q4 2022 and held it in 1 quarter.
VitalStone Financial's Okta position peaked at $0 in Q4 2022.
635 funds tracked by Wall St. Rank held Okta as of Q1 2023.

Based on VitalStone Financial's 13F filing for Q1 2023, filed 12 May 2023.