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SOA Wealth Advisors’s Okta OKTA Stock Holding History

SOA 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
2023
Q3 		– Sell
-93
Closed -$6.45K – 953
2023
Q2 		$6.45K Hold
93
– – ﹤0.01% 585
2023
Q1 		$8.02K Hold
93
– – ﹤0.01% 559
2022
Q4 		$6.36K Hold
93
– – ﹤0.01% 583
2022
Q3 		$5K Buy
+93
New +$8K ﹤0.01% 609
2022
Q2 		– Sell
-93
Closed -$14K – 964
2022
Q1 		$14K Hold
93
– – ﹤0.01% 524
2021
Q4 		$20K Hold
93
– – ﹤0.01% 449
2021
Q3 		$22K Hold
93
– – 0.01% 442
2021
Q2 		$22K Hold
93
– – 0.01% 446
2021
Q1 		$20K Buy
+93
New +$23.4K 0.01% 406

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SOA Wealth Advisors's OKTA Position: Q3 2023 in Review

SOA Wealth Advisors sold out of Okta (OKTA) in Q3 2023, closing a stake of 93 shares — an estimated $6.45K sold.

SOA Wealth Advisors first reported a position in OKTA in Q1 2021 and held it in 9 quarters. The position peaked at $22K in Q3 2021. 600 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • SOA Wealth Advisors reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 93 Okta shares in Q3 2023, an estimated $6.45K.
  • SOA Wealth Advisors first reported a position in Okta in Q1 2021 and held it in 9 quarters.
  • SOA Wealth Advisors's Okta position peaked at $22K in Q3 2021.
  • 600 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.