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IAG Wealth Partners’s Okta OKTA Stock Holding History

IAG Wealth Partners’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
-100
Closed -$6.93K – 462
2023
Q2 		$6.93K Hold
100
– – ﹤0.01% 352
2023
Q1 		$8.62K Hold
100
– – ﹤0.01% 326
2022
Q4 		$6.83K Hold
100
– – ﹤0.01% 329
2022
Q3 		$6K Buy
+100
New +$8.6K ﹤0.01% 330

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 $3.37T AUM 44.26% 1-Year Est. Return

IAG Wealth Partners's OKTA Position: Q3 2023 in Review

IAG Wealth Partners sold out of Okta (OKTA) in Q3 2023, closing a stake of 100 shares — an estimated $6.93K sold.

IAG Wealth Partners first reported a position in OKTA in Q3 2022 and held it in 4 quarters. The position peaked at $8.62K in Q1 2023. 600 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • IAG Wealth Partners reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 100 Okta shares in Q3 2023, an estimated $6.93K.
  • IAG Wealth Partners first reported a position in Okta in Q3 2022 and held it in 4 quarters.
  • IAG Wealth Partners's Okta position peaked at $8.62K in Q1 2023.
  • 600 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on IAG Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.