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Teamwork Financial Advisors’s Okta OKTA Stock Holding History

Teamwork Financial 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
2022
Q2 		– Sell
-4,759
Closed -$718K – 240
2022
Q1 		$718K Sell
4,759
-4,061
-46% -$728K 0.13% 134
2021
Q4 		$1.98M Sell
8,820
-1,928
-18% -$459K 0.36% 51
2021
Q3 		$2.55M Sell
10,748
-48
-0.4% -$11.9K 0.5% 33
2021
Q2 		$2.64M Sell
10,796
-360
-3% -$86.9K 0.54% 35
2021
Q1 		$2.46M Sell
11,156
-634
-5% -$159K 0.58% 32
2020
Q4 		$3M Buy
11,790
+1,097
+10% +$261K 0.71% 21
2020
Q3 		$2.29M Sell
10,693
-99
-0.9% -$20.6K 0.71% 18
2020
Q2 		$2.16M Buy
10,792
+1,056
+11% +$179K 0.77% 24
2020
Q1 		$1.19M Buy
9,736
+1,742
+22% +$219K 0.74% 28
2019
Q4 		$922K Buy
+7,994
New +$920K 0.55% 40

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 $3.37T AUM 44.26% 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

Teamwork Financial Advisors's OKTA Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of Okta (OKTA) in Q2 2022, closing a stake of 4,759 shares — an estimated $718K sold.

Teamwork Financial Advisors first reported a position in OKTA in Q4 2019 and held it in 10 quarters. The position peaked at $3M in Q4 2020. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Teamwork Financial Advisors reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 4,759 Okta shares in Q2 2022, an estimated $718K.
  • Teamwork Financial Advisors first reported a position in Okta in Q4 2019 and held it in 10 quarters.
  • Teamwork Financial Advisors's Okta position peaked at $3M in Q4 2020.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.