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Northeast Financial Consultants’s Okta OKTA Stock Holding History

Northeast Financial Consultants’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
-900
Closed -$202K – 400
2021
Q4 		$202K Sell
900
-75
-8% -$17.9K 0.01% 336
2021
Q3 		$232K Hold
975
– – 0.02% 315
2021
Q2 		$238K Buy
975
+25
+3% +$6.03K 0.02% 319
2021
Q1 		$210K Buy
950
+50
+6% +$12.6K 0.02% 313
2020
Q4 		$229K Sell
900
-50
-5% -$11.9K 0.02% 294
2020
Q3 		$202K Buy
+950
New +$198K 0.02% 280

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

Northeast Financial Consultants's OKTA Position: Q1 2022 in Review

Northeast Financial Consultants sold out of Okta (OKTA) in Q1 2022, closing a stake of 900 shares — an estimated $202K sold.

Northeast Financial Consultants first reported a position in OKTA in Q3 2020 and held it in 6 quarters. The position peaked at $238K in Q2 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Northeast Financial Consultants reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 900 Okta shares in Q1 2022, an estimated $202K.
  • Northeast Financial Consultants first reported a position in Okta in Q3 2020 and held it in 6 quarters.
  • Northeast Financial Consultants's Okta position peaked at $238K in Q2 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Northeast Financial Consultants's 13F filing for Q1 2022, filed 12 May 2022.