IAM Advisory’s Okta OKTA Stock Holding History

IAM 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
2023 Q2	–	Sell	-5,123	Closed	-$442K	–	97
2023 Q1	$442K	Buy	+5,123	New	+$390K	0.15%	69

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IAM Advisory's OKTA Position: Q2 2023 in Review

IAM Advisory sold out of Okta (OKTA) in Q2 2023, closing a stake of 5,123 shares — an estimated $442K sold.

IAM Advisory first reported a position in OKTA in Q1 2023 and held it in 1 quarter. The position peaked at $442K in Q1 2023. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

IAM Advisory reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
IAM Advisory sold 5,123 Okta shares in Q2 2023, an estimated $442K.
IAM Advisory first reported a position in Okta in Q1 2023 and held it in 1 quarter.
IAM Advisory's Okta position peaked at $442K in Q1 2023.
615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on IAM Advisory's 13F filing for Q2 2023, filed 13 Jul 2023.