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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
2020
Q3 		– Sell
-2,000
Closed -$12K – 842
2020
Q2 		$12K Sell
2,000
-2,000
-50% -$340K ﹤0.01% 479
2020
Q1 		$17K Buy
4,000
+1,000
+33% +$125K ﹤0.01% 397
2019
Q4 		$4K Buy
+3,000
New +$345K ﹤0.01% 601

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 655 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.
  • 655 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.