FEG
OKTA icon

Financial Enhancement Group’s Okta OKTA Stock Holding History

Financial Enhancement Group’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
-12
Closed -$1K – 254
2022
Q3 		$1K Hold
12
– – ﹤0.01% 284
2022
Q2 		$1K Hold
12
– – ﹤0.01% 285
2022
Q1 		$2K Hold
12
– – ﹤0.01% 263
2021
Q4 		$3K Hold
12
– – ﹤0.01% 236
2021
Q3 		$3K Hold
12
– – ﹤0.01% 243
2021
Q2 		$3K Sell
12
-6
-33% -$1.45K ﹤0.01% 231
2021
Q1 		$4K Buy
+18
New +$4.52K ﹤0.01% 218
2020
Q4 		– Sell
-7
Closed -$1K – 308
2020
Q3 		$1K Buy
+7
New +$1.46K ﹤0.01% 243

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 $3.38T AUM 44.17% 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

Financial Enhancement Group's OKTA Position: Q4 2022 in Review

Financial Enhancement Group sold out of Okta (OKTA) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Financial Enhancement Group first reported a position in OKTA in Q3 2020 and held it in 8 quarters. The position peaked at $4K in Q1 2021. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Financial Enhancement Group reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 12 Okta shares in Q4 2022, an estimated $1K.
  • Financial Enhancement Group first reported a position in Okta in Q3 2020 and held it in 8 quarters.
  • Financial Enhancement Group's Okta position peaked at $4K in Q1 2021.
  • 581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.