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Evoke Wealth’s Okta OKTA Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-70
Closed -$4K – 887
2022
Q3 		$4K Buy
70
+35
+100% +$3.01K ﹤0.01% 929
2022
Q2 		$3K Sell
35
-16
-31% -$1.73K ﹤0.01% 995
2022
Q1 		$8K Hold
51
– – ﹤0.01% 812
2021
Q4 		$11K Hold
51
– – ﹤0.01% 782
2021
Q3 		$12K Hold
51
– – ﹤0.01% 718
2021
Q2 		$12K Hold
51
– – ﹤0.01% 728
2021
Q1 		$11K Hold
51
– – ﹤0.01% 678
2020
Q4 		$13K Hold
51
– – ﹤0.01% 546
2020
Q3 		$11K Hold
51
– – ﹤0.01% 550
2020
Q2 		$10K Buy
51
+16
+46% +$2.72K ﹤0.01% 551
2020
Q1 		$4.28K Buy
+35
New +$4.39K ﹤0.01% 645
2019
Q4 		– Sell
-35
Closed -$3.45K – 1404
2019
Q3 		$3.45K Buy
+35
New +$4.37K ﹤0.01% 1099

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
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
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
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 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

Evoke Wealth's OKTA Position: Q4 2022 in Review

Evoke Wealth sold out of Okta (OKTA) in Q4 2022, closing a stake of 70 shares — an estimated $4K sold.

Evoke Wealth first reported a position in OKTA in Q3 2019 and held it in 12 quarters. The position peaked at $13K in Q4 2020. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Evoke Wealth reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 70 Okta shares in Q4 2022, an estimated $4K.
  • Evoke Wealth first reported a position in Okta in Q3 2019 and held it in 12 quarters.
  • Evoke Wealth's Okta position peaked at $13K in Q4 2020.
  • 581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.