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Winch Advisory Services’s Okta OKTA Stock Holding History

Winch Advisory Services’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
-61
Closed -$13K – 499
2021
Q1 		$13K Buy
61
+24
+65% +$6.03K 0.01% 229
2020
Q4 		$9K Hold
37
– – ﹤0.01% 241
2020
Q3 		$8K Sell
37
-38
-51% -$7.92K ﹤0.01% 228
2020
Q2 		$15K Buy
+75
New +$12.7K 0.01% 161

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 $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Winch Advisory Services's OKTA Position: Q2 2021 in Review

Winch Advisory Services sold out of Okta (OKTA) in Q2 2021, closing a stake of 61 shares — an estimated $13K sold.

Winch Advisory Services first reported a position in OKTA in Q2 2020 and held it in 4 quarters. The position peaked at $15K in Q2 2020. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

  • Winch Advisory Services reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
  • Winch Advisory Services sold 61 Okta shares in Q2 2021, an estimated $13K.
  • Winch Advisory Services first reported a position in Okta in Q2 2020 and held it in 4 quarters.
  • Winch Advisory Services's Okta position peaked at $15K in Q2 2020.
  • 700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Winch Advisory Services's 13F filing for Q2 2021, filed 5 Aug 2021.