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McClarren Financial Advisors’s Okta OKTA Stock Holding History

McClarren 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
2023
Q2 		– Sell
-2
Closed – – 428
2023
Q1 		$0 Hold
2
– – ﹤0.01% 427
2022
Q4 		$0 Hold
2
– – ﹤0.01% 433
2022
Q3 		$0 Buy
+2
New +$172 ﹤0.01% 325
2022
Q2 		– Sell
-2
Closed – – 189
2022
Q1 		$0 Hold
2
– – ﹤0.01% 299
2021
Q4 		$1K Hold
2
– – ﹤0.01% 322
2021
Q3 		$0 Hold
2
– – ﹤0.01% 321
2021
Q2 		$0 Hold
2
– – ﹤0.01% 332
2021
Q1 		$0 Hold
2
– – ﹤0.01% 286
2020
Q4 		$0 Buy
+2
New +$475 ﹤0.01% 240

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

McClarren Financial Advisors's OKTA Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Okta (OKTA) in Q2 2023, closing a stake of 2 shares.

McClarren Financial Advisors first reported a position in OKTA in Q4 2020 and held it in 9 quarters. The position peaked at $1K in Q4 2021. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 2 Okta shares in Q2 2023.
  • McClarren Financial Advisors first reported a position in Okta in Q4 2020 and held it in 9 quarters.
  • McClarren Financial Advisors's Okta position peaked at $1K in Q4 2021.
  • 615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.