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Pacific Wealth Strategies Group’s Okta OKTA Stock Holding History

Pacific Wealth Strategies Group’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
-1,175
Closed -$263K – 83
2021
Q4 		$263K Hold
1,175
– – 0.09% 77
2021
Q3 		$279K Hold
1,175
– – 0.1% 78
2021
Q2 		$287K Hold
1,175
– – 0.11% 79
2021
Q1 		$259K Buy
1,175
+200
+21% +$50.3K 0.11% 77
2020
Q4 		$247K Buy
+975
New +$232K 0.11% 77

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

Pacific Wealth Strategies Group's OKTA Position: Q1 2022 in Review

Pacific Wealth Strategies Group sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,175 shares — an estimated $263K sold.

Pacific Wealth Strategies Group first reported a position in OKTA in Q4 2020 and held it in 5 quarters. The position peaked at $287K in Q2 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Pacific Wealth Strategies Group reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 1,175 Okta shares in Q1 2022, an estimated $263K.
  • Pacific Wealth Strategies Group first reported a position in Okta in Q4 2020 and held it in 5 quarters.
  • Pacific Wealth Strategies Group's Okta position peaked at $287K in Q2 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Pacific Wealth Strategies Group's 13F filing for Q1 2022, filed 25 Apr 2022.