Advisory Resource Group’s Okta OKTA Stock Holding History

Advisory Resource Group’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	-5,222	Closed	-$472K	–	141
2022 Q2	$472K	Buy	5,222 +2,842	+119%	+$307K	0.15%	70
2022 Q1	$359K	Buy	2,380 +356	+18%	+$63.8K	0.11%	99
2021 Q4	$401K	Buy	2,024 +622	+44%	+$148K	0.13%	82
2021 Q3	$333K	Buy	1,402 +41	+3%	+$10.2K	0.12%	99
2021 Q2	$333K	Buy	1,361 +416	+44%	+$100K	0.13%	89
2021 Q1	$208K	Buy	945 +102	+12%	+$25.6K	0.1%	108
2020 Q4	$214K	Buy	+843	New	+$200K	0.11%	94
2020 Q3	–	Sell	-2,767	Closed	-$554K	–	106
2020 Q2	$554K	Buy	+2,767	New	+$470K	0.34%	46

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 $3.38T AUM 44.17% 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

Advisory Resource Group's OKTA Position: Q3 2022 in Review

Advisory Resource Group sold out of Okta (OKTA) in Q3 2022, closing a stake of 5,222 shares — an estimated $472K sold.

Advisory Resource Group first reported a position in OKTA in Q2 2020 and held it in 8 quarters. The position peaked at $554K in Q2 2020. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

Advisory Resource Group reported no remaining Okta position as of Q3 2022 after selling out during the quarter.
Advisory Resource Group sold 5,222 Okta shares in Q3 2022, an estimated $472K.
Advisory Resource Group first reported a position in Okta in Q2 2020 and held it in 8 quarters.
Advisory Resource Group's Okta position peaked at $554K in Q2 2020.
570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Advisory Resource Group's 13F filing for Q3 2022, filed 11 Oct 2022.