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TCI Wealth Advisors’s Okta OKTA Stock Holding History

TCI 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
Q2 		– Sell
-40
Closed -$3.45K – 1570
2023
Q1 		$3.45K Sell
40
-90
-69% -$6.85K ﹤0.01% 1772
2022
Q4 		$8.88K Buy
130
+64
+97% +$3.65K ﹤0.01% 1148
2022
Q3 		$4K Sell
66
-92
-58% -$7.92K ﹤0.01% 1649
2022
Q2 		$14K Buy
158
+105
+198% +$11.3K ﹤0.01% 811
2022
Q1 		$8K Buy
53
+45
+563% +$8.07K ﹤0.01% 1266
2021
Q4 		$2K Sell
8
-29
-78% -$6.91K ﹤0.01% 2102
2021
Q3 		$9K Buy
+37
New +$9.19K ﹤0.01% 1187
2021
Q2 		– Sell
-15
Closed -$3K – 2409
2021
Q1 		$3K Buy
+15
New +$3.77K ﹤0.01% 1557
2020
Q4 		– Sell
-5
Closed -$1K – 1616
2020
Q3 		$1K Hold
5
– – ﹤0.01% 1379
2020
Q2 		$1K Sell
5
-4
-44% -$679 ﹤0.01% 1303
2020
Q1 		$1K Sell
9
-254
-97% -$31.9K ﹤0.01% 1303
2019
Q4 		$30K Buy
263
+258
+5,160% +$29.7K 0.01% 481
2019
Q3 		$0 Hold
5
– – ﹤0.01% 1591
2019
Q2 		$1K Hold
5
– – ﹤0.01% 1264
2019
Q1 		$0 Hold
5
– – ﹤0.01% 1498
2018
Q4 		$0 Hold
5
– – ﹤0.01% 1583
2018
Q3 		$0 Hold
5
– – ﹤0.01% 1539
2018
Q2 		$0 Buy
+5
New +$238 ﹤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

TCI Wealth Advisors's OKTA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Okta (OKTA) in Q2 2023, closing a stake of 40 shares — an estimated $3.45K sold.

TCI Wealth Advisors first reported a position in OKTA in Q2 2018 and held it in 18 quarters. The position peaked at $30K in Q4 2019. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 40 Okta shares in Q2 2023, an estimated $3.45K.
  • TCI Wealth Advisors first reported a position in Okta in Q2 2018 and held it in 18 quarters.
  • TCI Wealth Advisors's Okta position peaked at $30K in Q4 2019.
  • 615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.