Wealthcare Advisory Partners’s Okta OKTA Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-315	Closed	-$69K	–	1428
2021 Q1	$69K	Buy	+315	New	+$79.2K	0.01%	785
2020 Q2	–	Sell	-250	Closed	-$31K	–	1040
2020 Q1	$31K	Buy	250 +15	+6%	+$1.88K	﹤0.01%	611
2019 Q4	$27K	Buy	235 +25	+12%	+$2.88K	﹤0.01%	683
2019 Q3	$21K	Buy	+210	New	+$26.2K	﹤0.01%	743

Other funds holding OKTA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

DVC

Deer VIII & Co Larchmont, New York $3.56B AUM

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Wealthcare Advisory Partners's OKTA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Okta (OKTA) in Q2 2021, closing a stake of 315 shares — an estimated $69K sold.

Wealthcare Advisory Partners first reported a position in OKTA in Q3 2019 and held it in 4 quarters. The position peaked at $69K in Q1 2021. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 315 Okta shares in Q2 2021, an estimated $69K.
Wealthcare Advisory Partners first reported a position in Okta in Q3 2019 and held it in 4 quarters.
Wealthcare Advisory Partners's Okta position peaked at $69K in Q1 2021.
700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.