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Wealthcare Capital Management’s Okta OKTA Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-8
Closed -$2K – 485
2021
Q1 		$2K Buy
+8
New +$2.01K ﹤0.01% 588
2020
Q1 		– Sell
-14
Closed -$2K – 522
2019
Q4 		$2K Buy
+14
New +$1.61K ﹤0.01% 528

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 $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DVC
Deer VIII & Co Larchmont, New York $3.56B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wealthcare Capital Management's OKTA Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Okta (OKTA) in Q2 2021, closing a stake of 8 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in OKTA in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 8 Okta shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Okta in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Okta position peaked at $2K in Q1 2021.
  • 700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

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