Laurel Wealth Advisors (California)’s Okta OKTA Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$204K	Buy	+2,985	New	+$170K	0.02%	634
2022 Q3	–	Sell	-2,985	Closed	-$270K	–	656
2022 Q2	$270K	Sell	2,985 -1,406	-32%	-$152K	0.03%	526
2022 Q1	$663K	Sell	4,391 -185	-4%	-$33.2K	0.05%	339
2021 Q4	$1.03M	Buy	4,576 +185	+4%	+$44.1K	0.08%	250
2021 Q3	$1.04M	Sell	4,391 -91	-2%	-$22.6K	0.19%	127
2021 Q2	$1.1M	Sell	4,482 -94	-2%	-$22.7K	0.14%	163
2021 Q1	$1.01M	Buy	4,576 +101	+2%	+$25.4K	0.15%	160
2020 Q4	$1.14M	Hold	4,475	–	–	0.17%	140
2020 Q3	$957K	Sell	4,475 -12	-0.3%	-$2.5K	0.16%	139
2020 Q2	$898K	Sell	4,487 -23	-0.5%	-$3.9K	0.16%	140
2020 Q1	$551K	Sell	4,510 -100	-2%	-$12.5K	0.13%	182
2019 Q4	$532K	Buy	4,610 +337	+8%	+$38.8K	0.09%	237
2019 Q3	$420K	Buy	4,273 +98	+2%	+$12.2K	0.07%	287
2019 Q2	$516K	Sell	4,175 -825	-17%	-$89.5K	0.11%	202
2019 Q1	$414K	Buy	+5,000	New	+$396K	0.1%	224
2018 Q4	–	Sell	-3,600	Closed	-$253K	–	410
2018 Q3	$253K	Buy	+3,600	New	+$214K	0.06%	322

Other funds holding OKTA

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s OKTA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Okta (OKTA) in Q4 2022: 2,985 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #634 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in OKTA as recently as Q2 2022.

Laurel Wealth Advisors (California) first reported a position in OKTA in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.14M in Q4 2020. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

Laurel Wealth Advisors (California) held 2,985 shares of Okta worth $204K as of Q4 2022.
Okta was a new Laurel Wealth Advisors (California) position in Q4 2022.
Okta made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #634 holding.
Laurel Wealth Advisors (California) first reported a position in Okta in Q3 2018 and has held it in 16 quarters since.
Laurel Wealth Advisors (California)'s Okta position peaked at $1.14M in Q4 2020.
581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.