Total Clarity Wealth Management’s Okta OKTA Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-655	Closed	-$59K	–	737
2022 Q2	$59K	Buy	+655	New	+$70.7K	0.03%	387
2022 Q1	–	Sell	-656	Closed	-$147K	–	678
2021 Q4	$147K	Hold	656	–	–	0.07%	260
2021 Q3	$156K	Buy	+656	New	+$163K	0.07%	247
2021 Q2	–	Sell	-616	Closed	-$136K	–	561
2021 Q1	$136K	Buy	+616	New	+$155K	0.08%	212
2020 Q3	–	Sell	-1,241	Closed	-$248K	–	131
2020 Q2	$248K	Buy	+1,241	New	+$211K	0.23%	107
2020 Q1	–	Sell	-1,190	Closed	-$137K	–	450
2019 Q4	$137K	Buy	+1,190	New	+$137K	0.1%	152

Other funds holding OKTA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Total Clarity Wealth Management's OKTA Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Okta (OKTA) in Q3 2022, closing a stake of 655 shares — an estimated $59K sold.

Total Clarity Wealth Management first reported a position in OKTA in Q4 2019 and held it in 6 quarters. The position peaked at $248K in Q2 2020. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

Total Clarity Wealth Management reported no remaining Okta position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 655 Okta shares in Q3 2022, an estimated $59K.
Total Clarity Wealth Management first reported a position in Okta in Q4 2019 and held it in 6 quarters.
Total Clarity Wealth Management's Okta position peaked at $248K in Q2 2020.
570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.