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Front Row Advisors’s Okta OKTA Stock Holding History

Front Row 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
2023
Q2 		– Sell
-40
Closed -$3K – 930
2023
Q1 		$3K Hold
40
– – ﹤0.01% 776
2022
Q4 		$3K Hold
40
– – ﹤0.01% 743
2022
Q3 		$2K Hold
40
– – ﹤0.01% 824
2022
Q2 		$4K Hold
40
– – ﹤0.01% 727
2022
Q1 		$6K Hold
40
– – ﹤0.01% 678
2021
Q4 		$9K Hold
40
– – ﹤0.01% 608
2021
Q3 		$9K Hold
40
– – ﹤0.01% 592
2021
Q2 		$9K Buy
+40
New +$9.65K ﹤0.01% 595

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Front Row Advisors's OKTA Position: Q2 2023 in Review

Front Row Advisors sold out of Okta (OKTA) in Q2 2023, closing a stake of 40 shares — an estimated $3K sold.

Front Row Advisors first reported a position in OKTA in Q2 2021 and held it in 8 quarters. The position peaked at $9K in Q4 2021. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • Front Row Advisors reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • Front Row Advisors sold 40 Okta shares in Q2 2023, an estimated $3K.
  • Front Row Advisors first reported a position in Okta in Q2 2021 and held it in 8 quarters.
  • Front Row Advisors's Okta position peaked at $9K in Q4 2021.
  • 615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Front Row Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.