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
2020 Q3	–	Sell	-1,000	Closed	-$200K	–	1620
2020 Q2	$200K	Buy	+1,000	New	+$170K	0.09%	145

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

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

CIP

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 617 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.
617 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.