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Comprehensive Financial Consultants Institutional’s Okta OKTA Stock Holding History

Comprehensive Financial Consultants Institutional’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
-5
Closed – – 375
2021
Q4 		$0 Buy
+5
New +$1.19K ﹤0.01% 497

Other funds holding OKTA

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's OKTA Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Okta (OKTA) in Q1 2022, closing a stake of 5 shares.

Comprehensive Financial Consultants Institutional first reported a position in OKTA in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 5 Okta shares in Q1 2022.
  • Comprehensive Financial Consultants Institutional first reported a position in Okta in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Okta position peaked at $0 in Q4 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.