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JNBA Financial Advisors’s Okta OKTA Stock Holding History

JNBA Financial 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
2022
Q1 		– Sell
-110
Closed -$25K – 794
2021
Q4 		$25K Buy
110
+5
+5% +$1.19K ﹤0.01% 387
2021
Q3 		$25K Hold
105
– – ﹤0.01% 385
2021
Q2 		$26K Buy
+105
New +$25.3K ﹤0.01% 367

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

JNBA Financial Advisors's OKTA Position: Q1 2022 in Review

JNBA Financial Advisors sold out of Okta (OKTA) in Q1 2022, closing a stake of 110 shares — an estimated $25K sold.

JNBA Financial Advisors first reported a position in OKTA in Q2 2021 and held it in 3 quarters. The position peaked at $26K in Q2 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • JNBA Financial Advisors reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 110 Okta shares in Q1 2022, an estimated $25K.
  • JNBA Financial Advisors first reported a position in Okta in Q2 2021 and held it in 3 quarters.
  • JNBA Financial Advisors's Okta position peaked at $26K in Q2 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on JNBA Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.