Fortitude Advisory Group’s Okta OKTA Stock Holding History

Fortitude Advisory 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 Q2	–	Sell	-204	Closed	-$30K	–	928
2022 Q1	$30K	Hold	204	–	–	0.02%	690
2021 Q4	$46K	Buy	+204	New	+$48.6K	0.02%	571

Other funds holding OKTA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortitude Advisory Group's OKTA Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Okta (OKTA) in Q2 2022, closing a stake of 204 shares — an estimated $30K sold.

Fortitude Advisory Group first reported a position in OKTA in Q4 2021 and held it in 2 quarters. The position peaked at $46K in Q4 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Fortitude Advisory Group reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 204 Okta shares in Q2 2022, an estimated $30K.
Fortitude Advisory Group first reported a position in Okta in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Okta position peaked at $46K in Q4 2021.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.