AJ Wealth Strategies’s Okta OKTA Stock Holding History

AJ Wealth Strategies’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	$392K	Buy	5,650 +104	+2%	+$7.9K	0.02%	207
2023 Q1	$478K	Hold	5,546	–	–	0.02%	182
2022 Q4	$379K	Sell	5,546 -550	-9%	-$31.4K	0.02%	206
2022 Q3	$347K	Hold	6,096	–	–	0.02%	220
2022 Q2	$551K	Sell	6,096 -652	-10%	-$70.4K	0.03%	178
2022 Q1	$1.02M	Sell	6,748 -200	-3%	-$35.8K	0.05%	136
2021 Q4	$1.56M	Buy	6,948 +350	+5%	+$83.4K	0.07%	113
2021 Q3	$1.57M	Hold	6,598	–	–	0.08%	99
2021 Q2	$1.61M	Buy	6,598 +100	+2%	+$24.1K	0.1%	95
2021 Q1	$1.43M	Buy	6,498 +952	+17%	+$239K	0.1%	92
2020 Q4	$1.41M	Hold	5,546	–	–	0.12%	84
2020 Q3	$1.19M	Hold	5,546	–	–	0.12%	75
2020 Q2	$1.11M	Buy	+5,546	New	+$942K	0.12%	70

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJ Wealth Strategies's OKTA Position: Q2 2023 in Review

AJ Wealth Strategies increased its Okta (OKTA) stake by 1.9% in Q2 2023, buying an estimated $7.9K and bringing the position to 5,650 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #207.

AJ Wealth Strategies first reported a position in OKTA in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.61M in Q2 2021. 617 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

AJ Wealth Strategies held 5,650 shares of Okta worth $392K as of Q2 2023.
AJ Wealth Strategies bought 104 Okta shares in Q2 2023, an estimated $7.9K.
Okta made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #207 holding.
AJ Wealth Strategies first reported a position in Okta in Q2 2020 and has held it in 13 quarters since.
AJ Wealth Strategies's Okta position peaked at $1.61M in Q2 2021.
617 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.