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M Holdings Securities’s Okta OKTA Stock Holding History

M Holdings Securities’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
-2,537
Closed -$219K – 379
2023
Q1 		$219K Buy
+2,537
New +$193K 0.02% 422
2022
Q3 		– Sell
-3,123
Closed -$282K – 450
2022
Q2 		$282K Sell
3,123
-51
-2% -$5.51K 0.03% 347
2022
Q1 		$479K Buy
+3,174
New +$569K 0.04% 306
2021
Q2 		– Sell
-3,320
Closed -$732K – 394
2021
Q1 		$732K Buy
+3,320
New +$834K 0.07% 231

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

M Holdings Securities's OKTA Position: Q2 2023 in Review

M Holdings Securities sold out of Okta (OKTA) in Q2 2023, closing a stake of 2,537 shares — an estimated $219K sold.

M Holdings Securities first reported a position in OKTA in Q1 2021 and held it in 4 quarters. The position peaked at $732K in Q1 2021. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • M Holdings Securities reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • M Holdings Securities sold 2,537 Okta shares in Q2 2023, an estimated $219K.
  • M Holdings Securities first reported a position in Okta in Q1 2021 and held it in 4 quarters.
  • M Holdings Securities's Okta position peaked at $732K in Q1 2021.
  • 615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on M Holdings Securities's 13F filing for Q2 2023, filed 26 Sep 2023.