WWMSC
OKTA icon

Wagner Wealth Management (South Carolina)’s Okta OKTA Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-16
Closed -$1K – 563
2022
Q3 		$1K Hold
16
– – ﹤0.01% 651
2022
Q2 		$1K Buy
+16
New +$1.73K ﹤0.01% 668
2022
Q1 		– Sell
-16
Closed -$4K – 516
2021
Q4 		$4K Hold
16
– – ﹤0.01% 592
2021
Q3 		$4K Hold
16
– – ﹤0.01% 562
2021
Q2 		$4K Hold
16
– – ﹤0.01% 597
2021
Q1 		$4K Buy
+16
New +$4.02K ﹤0.01% 569
2018
Q2 		– Sell
-1,000
Closed -$40K – 698
2018
Q1 		$40K Buy
+1,000
New +$33.4K 0.03% 233

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s OKTA Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Okta (OKTA) in Q4 2022, closing a stake of 16 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in OKTA in Q1 2018 and held it in 7 quarters. The position peaked at $40K in Q1 2018. 583 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 16 Okta shares in Q4 2022, an estimated $1K.
  • Wagner Wealth Management (South Carolina) first reported a position in Okta in Q1 2018 and held it in 7 quarters.
  • Wagner Wealth Management (South Carolina)'s Okta position peaked at $40K in Q1 2018.
  • 583 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.