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American Portfolios Advisors’s Okta OKTA Stock Holding History

American Portfolios Advisors’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 		$109K Sell
1,909
-27
-1% -$2.32K ﹤0.01% 1310
2022
Q2 		$175K Sell
1,936
-1,003
-34% -$108K 0.01% 1108
2022
Q1 		$444K Sell
2,939
-1,089
-27% -$195K 0.02% 789
2021
Q4 		$903K Sell
4,028
-322
-7% -$76.7K 0.03% 512
2021
Q3 		$1.03M Sell
4,350
-235
-5% -$58.3K 0.04% 451
2021
Q2 		$1.12M Buy
4,585
+176
+4% +$42.5K 0.04% 417
2021
Q1 		$972K Buy
4,409
+332
+8% +$83.4K 0.04% 415
2020
Q4 		$1.04M Buy
4,077
+859
+27% +$204K 0.05% 328
2020
Q3 		$688K Sell
3,218
-2,694
-46% -$562K 0.04% 403
2020
Q2 		$1.18M Buy
5,912
+3,100
+110% +$526K 0.08% 239
2020
Q1 		$344K Buy
2,812
+31
+1% +$3.89K 0.03% 473
2019
Q4 		$321K Buy
2,781
+85
+3% +$9.79K 0.02% 567
2019
Q3 		$265K Sell
2,696
-378
-12% -$47.2K 0.02% 605
2019
Q2 		$380K Buy
3,074
+412
+15% +$44.7K 0.03% 487
2019
Q1 		$220K Sell
2,662
-142
-5% -$11.2K 0.02% 607
2018
Q4 		$179K Buy
2,804
+250
+10% +$14.8K 0.02% 545
2018
Q3 		$180K Sell
2,554
-257
-9% -$15.3K 0.02% 622
2018
Q2 		$142K Buy
2,811
+1,140
+68% +$54.3K 0.02% 686
2018
Q1 		$66.6K Buy
+1,671
New +$55.8K 0.01% 912

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Portfolios Advisors's OKTA Position: Q3 2022 in Review

American Portfolios Advisors reduced its Okta (OKTA) stake by 1.4% in Q3 2022, selling an estimated $2.32K and leaving 1,909 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

American Portfolios Advisors first reported a position in OKTA in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.18M in Q2 2020. 571 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

  • American Portfolios Advisors held 1,909 shares of Okta worth $109K as of Q3 2022.
  • American Portfolios Advisors sold 27 Okta shares in Q3 2022, an estimated $2.32K.
  • Okta made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1310 holding.
  • American Portfolios Advisors first reported a position in Okta in Q1 2018 and has held it in 19 quarters since.
  • American Portfolios Advisors's Okta position peaked at $1.18M in Q2 2020.
  • 571 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.