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Avitas Wealth Management’s Okta OKTA Stock Holding History

Avitas Wealth Management’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
Q1 		– Sell
-6,998
Closed -$1.57M – 211
2021
Q4 		$1.57M Sell
6,998
-1,820
-21% -$434K 0.26% 104
2021
Q3 		$2.09M Buy
8,818
+21
+0.2% +$5.21K 0.38% 101
2021
Q2 		$2.15M Buy
8,797
+2,394
+37% +$578K 0.38% 102
2021
Q1 		$1.41M Sell
6,403
-2,598
-29% -$653K 0.28% 115
2020
Q4 		$2.29M Buy
9,001
+87
+1% +$20.7K 0.46% 90
2020
Q3 		$1.91M Sell
8,914
-2,208
-20% -$460K 0.53% 69
2020
Q2 		$2.23M Buy
11,122
+3,231
+41% +$549K 0.74% 47
2020
Q1 		$965K Sell
7,891
-6,809
-46% -$854K 0.44% 79
2019
Q4 		$1.7M Sell
14,700
-3,194
-18% -$368K 0.43% 88
2019
Q3 		$1.76M Buy
17,894
+210
+1% +$26.2K 0.49% 87
2019
Q2 		$2.18M Sell
17,684
-183
-1% -$19.9K 0.61% 78
2019
Q1 		$1.48M Buy
+17,867
New +$1.41M 0.43% 89

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Avitas Wealth Management's OKTA Position: Q1 2022 in Review

Avitas Wealth Management sold out of Okta (OKTA) in Q1 2022, closing a stake of 6,998 shares — an estimated $1.57M sold.

Avitas Wealth Management first reported a position in OKTA in Q1 2019 and held it in 12 quarters. The position peaked at $2.29M in Q4 2020. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Avitas Wealth Management reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 6,998 Okta shares in Q1 2022, an estimated $1.57M.
  • Avitas Wealth Management first reported a position in Okta in Q1 2019 and held it in 12 quarters.
  • Avitas Wealth Management's Okta position peaked at $2.29M in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.