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Financial Synergies Wealth Advisors’s Okta OKTA Stock Holding History

Financial Synergies Wealth 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
Q3 		– Sell
-14
Closed -$1.27K – 505
2022
Q2 		$1.27K Buy
+14
New +$1.51K ﹤0.01% 289

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's OKTA Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Okta (OKTA) in Q3 2022, closing a stake of 14 shares — an estimated $1.27K sold.

Financial Synergies Wealth Advisors first reported a position in OKTA in Q2 2022 and held it in 1 quarter. The position peaked at $1.27K in Q2 2022. 571 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Okta position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 14 Okta shares in Q3 2022, an estimated $1.27K.
  • Financial Synergies Wealth Advisors first reported a position in Okta in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Okta position peaked at $1.27K in Q2 2022.
  • 571 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.