GWMIA
OKTA icon

Global Wealth Management Investment Advisory’s Okta OKTA Stock Holding History

Global Wealth Management Investment Advisory’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
2021
Q3 		– Sell
-25
Closed -$6K – 482
2021
Q2 		$6K Hold
25
– – ﹤0.01% 332
2021
Q1 		$6K Buy
+25
New +$6.28K ﹤0.01% 345
2020
Q3 		– Sell
-150
Closed -$30K – 569
2020
Q2 		$30K Hold
150
– – 0.01% 238
2020
Q1 		$18K Hold
150
– – 0.01% 267
2019
Q4 		$17K Hold
150
– – 0.01% 285
2019
Q3 		$15K Hold
150
– – 0.01% 279
2019
Q2 		$19K Sell
150
-50
-25% -$5.43K 0.01% 282
2019
Q1 		$17K Hold
200
– – 0.01% 323
2018
Q4 		$13K Buy
+200
New +$11.9K 0.01% 348

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Global Wealth Management Investment Advisory's OKTA Position: Q3 2021 in Review

Global Wealth Management Investment Advisory sold out of Okta (OKTA) in Q3 2021, closing a stake of 25 shares — an estimated $6K sold.

Global Wealth Management Investment Advisory first reported a position in OKTA in Q4 2018 and held it in 9 quarters. The position peaked at $30K in Q2 2020. 732 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

  • Global Wealth Management Investment Advisory reported no remaining Okta position as of Q3 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 25 Okta shares in Q3 2021, an estimated $6K.
  • Global Wealth Management Investment Advisory first reported a position in Okta in Q4 2018 and held it in 9 quarters.
  • Global Wealth Management Investment Advisory's Okta position peaked at $30K in Q2 2020.
  • 732 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2021, filed 16 Nov 2021.