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Heritage Wealth Advisors’s Okta OKTA Stock Holding History

Heritage 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
2023
Q3 		– Sell
-104
Closed -$7.21K – 558
2023
Q2 		$7.21K Hold
104
– – ﹤0.01% 450
2023
Q1 		$8.97K Hold
104
– – ﹤0.01% 449
2022
Q4 		$7.11K Buy
+104
New +$5.94K ﹤0.01% 468

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Heritage Wealth Advisors's OKTA Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Okta (OKTA) in Q3 2023, closing a stake of 104 shares — an estimated $7.21K sold.

Heritage Wealth Advisors first reported a position in OKTA in Q4 2022 and held it in 3 quarters. The position peaked at $8.97K in Q1 2023. 600 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • Heritage Wealth Advisors reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 104 Okta shares in Q3 2023, an estimated $7.21K.
  • Heritage Wealth Advisors first reported a position in Okta in Q4 2022 and held it in 3 quarters.
  • Heritage Wealth Advisors's Okta position peaked at $8.97K in Q1 2023.
  • 600 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.