Washington Trust’s Okta OKTA Stock Holding History

Washington Trust’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 Q2	–	Sell	-72	Closed	-$11K	–	952
2022 Q1	$11K	Hold	72	–	–	﹤0.01%	662
2021 Q4	$16K	Hold	72	–	–	﹤0.01%	617
2021 Q3	$17K	Hold	72	–	–	﹤0.01%	715
2021 Q2	$18K	Hold	72	–	–	﹤0.01%	711
2021 Q1	$16K	Hold	72	–	–	﹤0.01%	703
2020 Q4	$18K	Hold	72	–	–	﹤0.01%	673
2020 Q3	$15K	Hold	72	–	–	﹤0.01%	666
2020 Q2	$14K	Buy	+72	New	+$12.2K	﹤0.01%	606
2018 Q3	–	Sell	-500	Closed	-$25K	–	629
2018 Q2	$25K	Buy	+500	New	+$23.8K	﹤0.01%	529

Other funds holding OKTA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Washington Trust's OKTA Position: Q2 2022 in Review

Washington Trust sold out of Okta (OKTA) in Q2 2022, closing a stake of 72 shares — an estimated $11K sold.

Washington Trust first reported a position in OKTA in Q2 2018 and held it in 9 quarters. The position peaked at $25K in Q2 2018. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Washington Trust reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Washington Trust sold 72 Okta shares in Q2 2022, an estimated $11K.
Washington Trust first reported a position in Okta in Q2 2018 and held it in 9 quarters.
Washington Trust's Okta position peaked at $25K in Q2 2018.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Washington Trust's 13F filing for Q2 2022, filed 25 Jul 2022.