EWM
OKTA icon

Elite Wealth Management’s Okta OKTA Stock Holding History

Elite 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
2023
Q2 		– Sell
-9,827
Closed -$847K – 57
2023
Q1 		$847K Sell
9,827
-52
-0.5% -$3.96K 0.05% 31
2022
Q4 		$675K Buy
9,879
+75
+0.8% +$4.28K 0.06% 34
2022
Q3 		$558K Sell
9,804
-386
-4% -$33.2K 0.05% 33
2022
Q2 		$921K Sell
10,190
-216
-2% -$23.3K 0.14% 28
2022
Q1 		$1.57M Sell
10,406
-598
-5% -$107K 0.26% 23
2021
Q4 		$2.47M Sell
11,004
-506
-4% -$121K 0.35% 18
2021
Q3 		$2.73M Buy
11,510
+422
+4% +$105K 0.52% 16
2021
Q2 		$2.71M Buy
11,088
+613
+6% +$148K 0.25% 16
2021
Q1 		$2.31M Buy
10,475
+1,844
+21% +$463K 0.3% 18
2020
Q4 		$2.19M Buy
8,631
+1,389
+19% +$330K 0.28% 18
2020
Q3 		$1.55M Buy
7,242
+434
+6% +$90.5K 0.21% 19
2020
Q2 		$1.36M Buy
6,808
+130
+2% +$22.1K 0.4% 21
2020
Q1 		$816K Buy
+6,678
New +$838K 0.64% 25

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elite Wealth Management's OKTA Position: Q2 2023 in Review

Elite Wealth Management sold out of Okta (OKTA) in Q2 2023, closing a stake of 9,827 shares — an estimated $847K sold.

Elite Wealth Management first reported a position in OKTA in Q1 2020 and held it in 13 quarters. The position peaked at $2.73M in Q3 2021. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • Elite Wealth Management reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • Elite Wealth Management sold 9,827 Okta shares in Q2 2023, an estimated $847K.
  • Elite Wealth Management first reported a position in Okta in Q1 2020 and held it in 13 quarters.
  • Elite Wealth Management's Okta position peaked at $2.73M in Q3 2021.
  • 615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Elite Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.