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FRG Family Wealth Advisors’s Okta OKTA Stock Holding History

FRG Family 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
2024
Q1 		– Sell
-2,900
Closed -$263K – 377
2023
Q4 		$263K Hold
2,900
– – 0.05% 128
2023
Q3 		$236K Hold
2,900
– – 0.05% 132
2023
Q2 		$201K Hold
2,900
– – 0.04% 135
2023
Q1 		$250K Buy
+2,900
New +$221K 0.06% 132

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

FRG Family Wealth Advisors's OKTA Position: Q1 2024 in Review

FRG Family Wealth Advisors sold out of Okta (OKTA) in Q1 2024, closing a stake of 2,900 shares — an estimated $263K sold.

FRG Family Wealth Advisors first reported a position in OKTA in Q1 2023 and held it in 4 quarters. The position peaked at $263K in Q4 2023. 655 funds tracked by Wall St. Rank hold OKTA as of Q1 2024.

  • FRG Family Wealth Advisors reported no remaining Okta position as of Q1 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 2,900 Okta shares in Q1 2024, an estimated $263K.
  • FRG Family Wealth Advisors first reported a position in Okta in Q1 2023 and held it in 4 quarters.
  • FRG Family Wealth Advisors's Okta position peaked at $263K in Q4 2023.
  • 655 funds tracked by Wall St. Rank held Okta as of Q1 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.