AdvisorShares Investments’s Okta OKTA Stock Holding History

AdvisorShares Investments’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 Q4	–	Sell	-3,300	Closed	-$269K	–	303
2023 Q3	$269K	Buy	+3,300	New	+$250K	0.07%	180
2021 Q2	–	Sell	-7,655	Closed	-$1.69M	–	220
2021 Q1	$1.69M	Buy	7,655 +603	+9%	+$152K	0.21%	60
2020 Q4	$1.79M	Buy	+7,052	New	+$1.68M	0.42%	39
2020 Q1	–	Sell	-6,468	Closed	-$746K	–	119
2019 Q4	$746K	Buy	+6,468	New	+$745K	0.46%	88

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AdvisorShares Investments's OKTA Position: Q4 2023 in Review

AdvisorShares Investments sold out of Okta (OKTA) in Q4 2023, closing a stake of 3,300 shares — an estimated $269K sold.

AdvisorShares Investments first reported a position in OKTA in Q4 2019 and held it in 4 quarters. The position peaked at $1.79M in Q4 2020. 620 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

AdvisorShares Investments reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
AdvisorShares Investments sold 3,300 Okta shares in Q4 2023, an estimated $269K.
AdvisorShares Investments first reported a position in Okta in Q4 2019 and held it in 4 quarters.
AdvisorShares Investments's Okta position peaked at $1.79M in Q4 2020.
620 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on AdvisorShares Investments's 13F filing for Q4 2023, filed 13 Feb 2024.