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Resurgent Financial Advisors’s Okta OKTA Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-684
Closed -$46.7K – 588
2022
Q4 		$46.7K Buy
+684
New +$39.1K 0.02% 438
2022
Q2 		– Sell
-1,557
Closed -$235K – 211
2022
Q1 		$235K Buy
+1,557
New +$279K 0.15% 156

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resurgent Financial Advisors's OKTA Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Okta (OKTA) in Q1 2023, closing a stake of 684 shares — an estimated $46.7K sold.

Resurgent Financial Advisors first reported a position in OKTA in Q1 2022 and held it in 2 quarters. The position peaked at $235K in Q1 2022. 635 funds tracked by Wall St. Rank hold OKTA as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Okta position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 684 Okta shares in Q1 2023, an estimated $46.7K.
  • Resurgent Financial Advisors first reported a position in Okta in Q1 2022 and held it in 2 quarters.
  • Resurgent Financial Advisors's Okta position peaked at $235K in Q1 2022.
  • 635 funds tracked by Wall St. Rank held Okta as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.