Advisor Resource Council’s Okta OKTA Stock Holding History

Advisor Resource Council’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 Q3	–	Sell	-27,525	Closed	-$2.49M	–	383
2022 Q2	$2.49M	Buy	+27,525	New	+$2.97M	0.23%	89

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

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

DMC

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Advisor Resource Council's OKTA Position: Q3 2022 in Review

Advisor Resource Council sold out of Okta (OKTA) in Q3 2022, closing a stake of 27,525 shares — an estimated $2.49M sold.

Advisor Resource Council first reported a position in OKTA in Q2 2022 and held it in 1 quarter. The position peaked at $2.49M in Q2 2022. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

Advisor Resource Council reported no remaining Okta position as of Q3 2022 after selling out during the quarter.
Advisor Resource Council sold 27,525 Okta shares in Q3 2022, an estimated $2.49M.
Advisor Resource Council first reported a position in Okta in Q2 2022 and held it in 1 quarter.
Advisor Resource Council's Okta position peaked at $2.49M in Q2 2022.
570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.