Precision Wealth Strategies’s Okta OKTA Stock Holding History

Precision Wealth Strategies’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 Q2	–	Sell	-1,707	Closed	-$258K	–	175
2022 Q1	$258K	Buy	+1,707	New	+$306K	0.15%	140

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Precision Wealth Strategies's OKTA Position: Q2 2022 in Review

Precision Wealth Strategies sold out of Okta (OKTA) in Q2 2022, closing a stake of 1,707 shares — an estimated $258K sold.

Precision Wealth Strategies first reported a position in OKTA in Q1 2022 and held it in 1 quarter. The position peaked at $258K in Q1 2022. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Precision Wealth Strategies reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Precision Wealth Strategies sold 1,707 Okta shares in Q2 2022, an estimated $258K.
Precision Wealth Strategies first reported a position in Okta in Q1 2022 and held it in 1 quarter.
Precision Wealth Strategies's Okta position peaked at $258K in Q1 2022.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Precision Wealth Strategies's 13F filing for Q2 2022, filed 14 Jul 2022.