Providence Wealth Advisors’s Okta OKTA Stock Holding History

Providence 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
2022 Q2	–	Sell	-1,700	Closed	-$253K	–	102
2022 Q1	$253K	Hold	1,700	–	–	0.16%	89
2021 Q4	$324K	Hold	1,700	–	–	0.2%	83
2021 Q3	$404K	Hold	1,700	–	–	0.28%	73
2021 Q2	$416K	Hold	1,700	–	–	0.28%	73
2021 Q1	$375K	Hold	1,700	–	–	0.28%	74
2020 Q4	$443K	Hold	1,700	–	–	0.37%	67
2020 Q3	$364K	Hold	1,700	–	–	0.36%	66
2020 Q2	$340K	Hold	1,700	–	–	0.35%	69
2020 Q1	$210K	Buy	+1,700	New	+$213K	0.25%	80

Other funds holding OKTA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Providence Wealth Advisors's OKTA Position: Q2 2022 in Review

Providence Wealth Advisors sold out of Okta (OKTA) in Q2 2022, closing a stake of 1,700 shares — an estimated $253K sold.

Providence Wealth Advisors first reported a position in OKTA in Q1 2020 and held it in 9 quarters. The position peaked at $443K in Q4 2020. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Providence Wealth Advisors reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Providence Wealth Advisors sold 1,700 Okta shares in Q2 2022, an estimated $253K.
Providence Wealth Advisors first reported a position in Okta in Q1 2020 and held it in 9 quarters.
Providence Wealth Advisors's Okta position peaked at $443K in Q4 2020.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Providence Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.