IFWM
OKTA icon

Institute for Wealth Management’s Okta OKTA Stock Holding History

Institute for Wealth Management’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
2022
Q1 		– Sell
-962
Closed -$216K – 559
2021
Q4 		$216K Buy
+962
New +$229K 0.04% 457
2021
Q3 		– Sell
-838
Closed -$205K – 497
2021
Q2 		$205K Buy
+838
New +$202K 0.04% 459

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Institute for Wealth Management's OKTA Position: Q1 2022 in Review

Institute for Wealth Management sold out of Okta (OKTA) in Q1 2022, closing a stake of 962 shares — an estimated $216K sold.

Institute for Wealth Management first reported a position in OKTA in Q2 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Institute for Wealth Management reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 962 Okta shares in Q1 2022, an estimated $216K.
  • Institute for Wealth Management first reported a position in Okta in Q2 2021 and held it in 2 quarters.
  • Institute for Wealth Management's Okta position peaked at $216K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Institute for Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.