Focused Wealth Management’s Okta OKTA Stock Holding History

Focused 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
2024 Q1	–	Sell	-9	Closed	-$815	–	703
2023 Q4	$815	Hold	9	–	–	﹤0.01%	869
2023 Q3	$734	Sell	9 -50	-85%	-$3.79K	﹤0.01%	877
2023 Q2	$4.09K	Hold	59	–	–	﹤0.01%	707
2023 Q1	$5.09K	Hold	59	–	–	﹤0.01%	662
2022 Q4	$4.03K	Hold	59	–	–	﹤0.01%	697
2022 Q3	$3K	Sell	59 -120	-67%	-$10.3K	﹤0.01%	715
2022 Q2	$16K	Sell	179 -20	-10%	-$2.16K	﹤0.01%	440
2022 Q1	$30K	Sell	199 -100	-33%	-$17.9K	﹤0.01%	368
2021 Q4	$67K	Hold	299	–	–	0.01%	336
2021 Q3	$71K	Buy	299 +122	+69%	+$30.3K	0.01%	340
2021 Q2	$43K	Buy	177 +7	+4%	+$1.69K	0.01%	398
2021 Q1	$37K	Hold	170	–	–	0.01%	413
2020 Q4	$43K	Hold	170	–	–	0.01%	370
2020 Q3	$36K	Sell	170 -71	-29%	-$14.8K	0.01%	355
2020 Q2	$48K	Hold	241	–	–	0.01%	309
2020 Q1	$29K	Hold	241	–	–	0.01%	334
2019 Q4	$28K	Hold	241	–	–	0.01%	366
2019 Q3	$24K	Hold	241	–	–	0.01%	367
2019 Q2	$30K	Buy	+241	New	+$26.2K	0.01%	371

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's OKTA Position: Q1 2024 in Review

Focused Wealth Management sold out of Okta (OKTA) in Q1 2024, closing a stake of 9 shares — an estimated $815 sold.

Focused Wealth Management first reported a position in OKTA in Q2 2019 and held it in 19 quarters. The position peaked at $71K in Q3 2021. 654 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

Focused Wealth Management reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 9 Okta shares in Q1 2024, an estimated $815.
Focused Wealth Management first reported a position in Okta in Q2 2019 and held it in 19 quarters.
Focused Wealth Management's Okta position peaked at $71K in Q3 2021.
654 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.