PWA
OKTA icon

Provenance Wealth Advisors’s Okta OKTA Stock Holding History

Provenance Wealth 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
Q4 		– Sell
-80
Closed -$6.52K – 607
2023
Q3 		$6.52K Buy
+80
New +$6.07K ﹤0.01% 264

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Provenance Wealth Advisors's OKTA Position: Q4 2023 in Review

Provenance Wealth Advisors sold out of Okta (OKTA) in Q4 2023, closing a stake of 80 shares — an estimated $6.52K sold.

Provenance Wealth Advisors first reported a position in OKTA in Q3 2023 and held it in 1 quarter. The position peaked at $6.52K in Q3 2023. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Provenance Wealth Advisors reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • Provenance Wealth Advisors sold 80 Okta shares in Q4 2023, an estimated $6.52K.
  • Provenance Wealth Advisors first reported a position in Okta in Q3 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Okta position peaked at $6.52K in Q3 2023.
  • 621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Provenance Wealth Advisors's 13F filing for Q4 2023, filed 15 Aug 2025.