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Personal CFO Solutions’s Okta OKTA Stock Holding History

Personal CFO Solutions’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
-1,019
Closed -$228K – 505
2021
Q4 		$228K Buy
1,019
+28
+3% +$6.67K 0.04% 409
2021
Q3 		$235K Buy
991
+68
+7% +$16.9K 0.05% 382
2021
Q2 		$226K Buy
+923
New +$223K 0.05% 379

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

Personal CFO Solutions's OKTA Position: Q1 2022 in Review

Personal CFO Solutions sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,019 shares — an estimated $228K sold.

Personal CFO Solutions first reported a position in OKTA in Q2 2021 and held it in 3 quarters. The position peaked at $235K in Q3 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Personal CFO Solutions reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 1,019 Okta shares in Q1 2022, an estimated $228K.
  • Personal CFO Solutions first reported a position in Okta in Q2 2021 and held it in 3 quarters.
  • Personal CFO Solutions's Okta position peaked at $235K in Q3 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.