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Accel Wealth Management’s Okta OKTA Stock Holding History

Accel 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
-600
Closed -$51.7K – 638
2023
Q1 		$51.7K Hold
600
– – 0.02% 472
2022
Q4 		$41K Buy
600
+100
+20% +$5.71K 0.02% 390
2022
Q3 		$30K Hold
500
– – 0.02% 465
2022
Q2 		$47K Hold
500
– – 0.03% 363
2022
Q1 		$74K Hold
500
– – 0.04% 296
2021
Q4 		$112K Buy
500
+115
+30% +$27.4K 0.05% 244
2021
Q3 		$91K Buy
385
+32
+9% +$7.95K 0.06% 237
2021
Q2 		$86K Buy
353
+28
+9% +$6.76K 0.06% 253
2021
Q1 		$72K Hold
325
– – 0.06% 263
2020
Q4 		$83K Buy
+325
New +$77.2K 0.08% 224

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Accel Wealth Management sold out of Okta (OKTA) in Q2 2023, closing a stake of 600 shares — an estimated $51.7K sold.

Accel Wealth Management first reported a position in OKTA in Q4 2020 and held it in 10 quarters. The position peaked at $112K in Q4 2021. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • Accel Wealth Management reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 600 Okta shares in Q2 2023, an estimated $51.7K.
  • Accel Wealth Management first reported a position in Okta in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Okta position peaked at $112K in Q4 2021.
  • 615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.