Sutton Wealth Advisors’s Okta OKTA Stock Holding History

Sutton 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	$3.26K	Hold	40	–	–	﹤0.01%	651
2023 Q2	$2.77K	Hold	40	–	–	﹤0.01%	655
2023 Q1	$3.45K	Sell	40 -238	-86%	-$18.1K	﹤0.01%	566
2022 Q4	$19K	Buy	278 +266	+2,217%	+$15.2K	0.01%	714
2022 Q3	$682	Sell	12 -1,329	-99%	-$114K	﹤0.01%	1401
2022 Q2	$121K	Buy	1,341 +679	+103%	+$73.3K	0.05%	218
2022 Q1	$99.9K	Sell	662 -3	-0.5%	-$538	0.03%	249
2021 Q4	$149K	Hold	665	–	–	0.05%	210
2021 Q3	$158K	Hold	665	–	–	0.06%	198
2021 Q2	$163K	Buy	665 +3	+0.5%	+$724	0.06%	197
2021 Q1	$146K	Hold	662	–	–	0.06%	203
2020 Q4	$168K	Hold	662	–	–	0.07%	176
2020 Q3	$142K	Hold	662	–	–	0.07%	176
2020 Q2	$133K	Hold	662	–	–	0.07%	183
2020 Q1	$80.9K	Buy	+662	New	+$83.1K	0.05%	209

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sutton Wealth Advisors held its Okta (OKTA) position steady in Q3 2023 at 40 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Sutton Wealth Advisors first reported a position in OKTA in Q1 2020 and has held it in 15 quarters since. The position peaked at $168K in Q4 2020. 600 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

Sutton Wealth Advisors held 40 shares of Okta worth $3.26K as of Q3 2023.
Sutton Wealth Advisors left its Okta share count unchanged in Q3 2023.
Okta made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #651 holding.
Sutton Wealth Advisors first reported a position in Okta in Q1 2020 and has held it in 15 quarters since.
Sutton Wealth Advisors's Okta position peaked at $168K in Q4 2020.
600 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.