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First Heartland Consultants’s Okta OKTA Stock Holding History

First Heartland Consultants’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
-1,216
Closed -$272 – 395
2021
Q4 		$272 Buy
1,216
+204
+20% +$48.6K 0.01% 295
2021
Q3 		$240K Sell
1,012
-58
-5% -$14.4K 0.04% 333
2021
Q2 		$262K Buy
+1,070
New +$258K 0.04% 312

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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

First Heartland Consultants's OKTA Position: Q1 2022 in Review

First Heartland Consultants sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,216 shares — an estimated $272 sold.

First Heartland Consultants first reported a position in OKTA in Q2 2021 and held it in 3 quarters. The position peaked at $262K in Q2 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • First Heartland Consultants reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • First Heartland Consultants sold 1,216 Okta shares in Q1 2022, an estimated $272.
  • First Heartland Consultants first reported a position in Okta in Q2 2021 and held it in 3 quarters.
  • First Heartland Consultants's Okta position peaked at $262K in Q2 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on First Heartland Consultants's 13F filing for Q1 2022, filed 21 Apr 2022.