T
OKTA icon

TCWP’s Okta OKTA Stock Holding History

TCWP’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
2022
Q2 		– Sell
-137
Closed -$20K – 1263
2022
Q1 		$20K Buy
+137
New +$24.6K ﹤0.01% 708

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCWP's OKTA Position: Q2 2022 in Review

TCWP sold out of Okta (OKTA) in Q2 2022, closing a stake of 137 shares — an estimated $20K sold.

TCWP first reported a position in OKTA in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • TCWP reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 137 Okta shares in Q2 2022, an estimated $20K.
  • TCWP first reported a position in Okta in Q1 2022 and held it in 1 quarter.
  • TCWP's Okta position peaked at $20K in Q1 2022.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.