Koshinski Asset Management
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Koshinski Asset Management’s Okta OKTA Stock Holding History

Koshinski Asset 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
Q2 		– Sell
-154
Closed -$23.2K – 1519
2022
Q1 		$23.2K Buy
154
+20
+15% +$3.58K ﹤0.01% 1365
2021
Q4 		$30K Sell
134
-9
-6% -$2.14K ﹤0.01% 1331
2021
Q3 		$33.9K Buy
+143
New +$35.5K ﹤0.01% 1263

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Koshinski Asset Management's OKTA Position: Q2 2022 in Review

Koshinski Asset Management sold out of Okta (OKTA) in Q2 2022, closing a stake of 154 shares — an estimated $23.2K sold.

Koshinski Asset Management first reported a position in OKTA in Q3 2021 and held it in 3 quarters. The position peaked at $33.9K in Q3 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Koshinski Asset Management reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 154 Okta shares in Q2 2022, an estimated $23.2K.
  • Koshinski Asset Management first reported a position in Okta in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Okta position peaked at $33.9K in Q3 2021.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.