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Canvas Wealth Advisors’s Okta OKTA Stock Holding History

Canvas Wealth 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 		– Sell
-5,653
Closed -$511K – 135
2022
Q2 		$511K Sell
5,653
-8,871
-61% -$958K 0.21% 72
2022
Q1 		$1.71M Buy
14,524
+11,929
+460% +$2.14M 0.62% 43
2021
Q4 		$582K Buy
+2,595
New +$618K 0.21% 83

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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Canvas Wealth Advisors's OKTA Position: Q3 2022 in Review

Canvas Wealth Advisors sold out of Okta (OKTA) in Q3 2022, closing a stake of 5,653 shares — an estimated $511K sold.

Canvas Wealth Advisors first reported a position in OKTA in Q4 2021 and held it in 3 quarters. The position peaked at $1.71M in Q1 2022. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

  • Canvas Wealth Advisors reported no remaining Okta position as of Q3 2022 after selling out during the quarter.
  • Canvas Wealth Advisors sold 5,653 Okta shares in Q3 2022, an estimated $511K.
  • Canvas Wealth Advisors first reported a position in Okta in Q4 2021 and held it in 3 quarters.
  • Canvas Wealth Advisors's Okta position peaked at $1.71M in Q1 2022.
  • 570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Canvas Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.