WealthPLAN Partners’s Okta OKTA Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-80	Closed	-$5.55K	–	867
2023 Q2	$5.55K	Hold	80	–	–	﹤0.01%	888
2023 Q1	$6.9K	Buy	+80	New	+$6.09K	﹤0.01%	944

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's OKTA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Okta (OKTA) in Q3 2023, closing a stake of 80 shares — an estimated $5.55K sold.

WealthPLAN Partners first reported a position in OKTA in Q1 2023 and held it in 2 quarters. The position peaked at $6.9K in Q1 2023. 600 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

WealthPLAN Partners reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 80 Okta shares in Q3 2023, an estimated $5.55K.
WealthPLAN Partners first reported a position in Okta in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Okta position peaked at $6.9K in Q1 2023.
600 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.