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Sowell Financial Services’s Okta OKTA Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-4,284
Closed -$369K – 746
2023
Q1 		$369K Buy
+4,284
New +$326K 0.03% 509
2021
Q2 		– Sell
-3,321
Closed -$778K – 2022
2021
Q1 		$778K Sell
3,321
-26
-0.8% -$6.53K 0.03% 484
2020
Q4 		$851K Buy
3,347
+2,537
+313% +$603K 0.04% 368
2020
Q3 		$173K Sell
810
-356
-31% -$74.2K 0.01% 782
2020
Q2 		$233K Buy
1,166
+722
+163% +$123K 0.01% 668
2020
Q1 		$54K Sell
444
-186
-30% -$23.3K ﹤0.01% 1031
2019
Q4 		$73K Buy
630
+534
+556% +$61.5K 0.01% 1004
2019
Q3 		$9K Buy
+96
New +$12K ﹤0.01% 1571

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's OKTA Position: Q2 2023 in Review

Sowell Financial Services sold out of Okta (OKTA) in Q2 2023, closing a stake of 4,284 shares — an estimated $369K sold.

Sowell Financial Services first reported a position in OKTA in Q3 2019 and held it in 8 quarters. The position peaked at $851K in Q4 2020. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • Sowell Financial Services reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 4,284 Okta shares in Q2 2023, an estimated $369K.
  • Sowell Financial Services first reported a position in Okta in Q3 2019 and held it in 8 quarters.
  • Sowell Financial Services's Okta position peaked at $851K in Q4 2020.
  • 615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.