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Claro Advisors’s Okta OKTA Stock Holding History

Claro 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
Q2 		– Sell
-895
Closed -$201K – 307
2022
Q1 		$201K Hold
895
– – 0.07% 267
2021
Q4 		$201K Sell
895
-97
-10% -$23.1K 0.07% 267
2021
Q3 		$235K Buy
992
+128
+15% +$31.8K 0.1% 213
2021
Q2 		$211K Buy
+864
New +$209K 0.1% 219
2019
Q1 		– Sell
-50
Closed -$4K – 698
2018
Q4 		$4K Buy
+50
New +$2.96K ﹤0.01% 824

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Claro Advisors's OKTA Position: Q2 2022 in Review

Claro Advisors sold out of Okta (OKTA) in Q2 2022, closing a stake of 895 shares — an estimated $201K sold.

Claro Advisors first reported a position in OKTA in Q4 2018 and held it in 5 quarters. The position peaked at $235K in Q3 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Claro Advisors reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Claro Advisors sold 895 Okta shares in Q2 2022, an estimated $201K.
  • Claro Advisors first reported a position in Okta in Q4 2018 and held it in 5 quarters.
  • Claro Advisors's Okta position peaked at $235K in Q3 2021.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Claro Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.