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Stratos Wealth Advisors’s Okta OKTA Stock Holding History

Stratos 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
2020
Q4 		– Sell
-1,439
Closed -$308K – 403
2020
Q3 		$308K Buy
+1,439
New +$300K 0.08% 249
2019
Q4 		– Sell
-2,978
Closed -$293K – 216
2019
Q3 		$293K Sell
2,978
-40
-1% -$5K 0.11% 186
2019
Q2 		$373K Buy
3,018
+600
+25% +$65.1K 0.15% 148
2019
Q1 		$200K Buy
+2,418
New +$191K 0.11% 209

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stratos Wealth Advisors's OKTA Position: Q4 2020 in Review

Stratos Wealth Advisors sold out of Okta (OKTA) in Q4 2020, closing a stake of 1,439 shares — an estimated $308K sold.

Stratos Wealth Advisors first reported a position in OKTA in Q1 2019 and held it in 4 quarters. The position peaked at $373K in Q2 2019. 720 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

  • Stratos Wealth Advisors reported no remaining Okta position as of Q4 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,439 Okta shares in Q4 2020, an estimated $308K.
  • Stratos Wealth Advisors first reported a position in Okta in Q1 2019 and held it in 4 quarters.
  • Stratos Wealth Advisors's Okta position peaked at $373K in Q2 2019.
  • 720 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Stratos Wealth Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.