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Retirement Planning Company of New England’s Okta OKTA Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-7
Closed -$1K – 665
2021
Q4 		$1K Buy
+7
New +$1.67K ﹤0.01% 899

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Morgan Stanley
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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Sands Capital Management
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Retirement Planning Company of New England's OKTA Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Okta (OKTA) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Retirement Planning Company of New England first reported a position in OKTA in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 7 Okta shares in Q1 2022, an estimated $1K.
  • Retirement Planning Company of New England first reported a position in Okta in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Okta position peaked at $1K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.