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WealthPlan Investment Management’s Okta OKTA Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-10
Closed -$694 – 284
2023
Q2 		$694 Hold
10
– – ﹤0.01% 340
2023
Q1 		$862 Buy
+10
New +$761 ﹤0.01% 413

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

WealthPlan Investment Management's OKTA Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Okta (OKTA) in Q3 2023, closing a stake of 10 shares — an estimated $694 sold.

WealthPlan Investment Management first reported a position in OKTA in Q1 2023 and held it in 2 quarters. The position peaked at $862 in Q1 2023. 599 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 10 Okta shares in Q3 2023, an estimated $694.
  • WealthPlan Investment Management first reported a position in Okta in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Okta position peaked at $862 in Q1 2023.
  • 599 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.