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Sheaff Brock Investment Advisors’s Okta OKTA Stock Holding History

Sheaff Brock Investment 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
-1,449
Closed -$218K – 530
2022
Q1 		$218K Hold
1,449
– – 0.02% 452
2021
Q4 		$325K Sell
1,449
-87
-6% -$20.7K 0.02% 360
2021
Q3 		$365K Sell
1,536
-33
-2% -$8.19K 0.03% 329
2021
Q2 		$384K Sell
1,569
-59
-4% -$14.2K 0.03% 314
2021
Q1 		$359K Sell
1,628
-54
-3% -$13.6K 0.03% 314
2020
Q4 		$428K Buy
1,682
+120
+8% +$28.5K 0.04% 263
2020
Q3 		$334K Sell
1,562
-200
-11% -$41.7K 0.03% 281
2020
Q2 		$353K Buy
1,762
+25
+1% +$4.24K 0.03% 274
2020
Q1 		$212K Buy
+1,737
New +$218K 0.03% 328
2019
Q3 		– Sell
-1,630
Closed -$201K – 489
2019
Q2 		$201K Buy
+1,630
New +$177K 0.02% 423

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's OKTA Position: Q2 2022 in Review

Sheaff Brock Investment Advisors sold out of Okta (OKTA) in Q2 2022, closing a stake of 1,449 shares — an estimated $218K sold.

Sheaff Brock Investment Advisors first reported a position in OKTA in Q2 2019 and held it in 10 quarters. The position peaked at $428K in Q4 2020. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Sheaff Brock Investment Advisors reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,449 Okta shares in Q2 2022, an estimated $218K.
  • Sheaff Brock Investment Advisors first reported a position in Okta in Q2 2019 and held it in 10 quarters.
  • Sheaff Brock Investment Advisors's Okta position peaked at $428K in Q4 2020.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.