Regent Peak Wealth Advisors’s Okta OKTA Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-221	Closed	-$56K	–	715
2020 Q4	$56K	Buy	+221	New	+$52.5K	0.02%	296

Other funds holding OKTA

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Regent Peak Wealth Advisors's OKTA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Okta (OKTA) in Q1 2021, closing a stake of 221 shares — an estimated $56K sold.

Regent Peak Wealth Advisors first reported a position in OKTA in Q4 2020 and held it in 1 quarter. The position peaked at $56K in Q4 2020. 676 funds tracked by Wall St. Rank hold OKTA as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Okta position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 221 Okta shares in Q1 2021, an estimated $56K.
Regent Peak Wealth Advisors first reported a position in Okta in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Okta position peaked at $56K in Q4 2020.
676 funds tracked by Wall St. Rank held Okta as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.