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V Wealth Advisors’s Okta OKTA Stock Holding History

V 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
-2,553
Closed -$220K – 400
2023
Q1 		$220K Buy
+2,553
New +$194K 0.04% 341
2022
Q3 		– Sell
-2,334
Closed -$211K – 403
2022
Q2 		$211K Buy
2,334
+234
+11% +$25.3K 0.04% 379
2022
Q1 		$317K Buy
2,100
+32
+2% +$5.74K 0.05% 335
2021
Q4 		$464K Sell
2,068
-138
-6% -$32.9K 0.07% 271
2021
Q3 		$524K Sell
2,206
-9
-0.4% -$2.23K 0.08% 261
2021
Q2 		$537K Sell
2,215
-28
-1% -$6.76K 0.09% 259
2021
Q1 		$494K Buy
2,243
+40
+2% +$10.1K 0.09% 249
2020
Q4 		$560K Buy
+2,203
New +$524K 0.12% 190
2020
Q3 		– Sell
-2,096
Closed -$420K – 287
2020
Q2 		$420K Sell
2,096
-733
-26% -$124K 0.11% 211
2020
Q1 		$346K Buy
+2,829
New +$355K 0.11% 194

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 $3.38T AUM 44.17% 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

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

V Wealth Advisors sold out of Okta (OKTA) in Q2 2023, closing a stake of 2,553 shares — an estimated $220K sold.

V Wealth Advisors first reported a position in OKTA in Q1 2020 and held it in 10 quarters. The position peaked at $560K in Q4 2020. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • V Wealth Advisors reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • V Wealth Advisors sold 2,553 Okta shares in Q2 2023, an estimated $220K.
  • V Wealth Advisors first reported a position in Okta in Q1 2020 and held it in 10 quarters.
  • V Wealth Advisors's Okta position peaked at $560K in Q4 2020.
  • 615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.