Allen Investment Management’s Okta OKTA Stock Holding History

Allen 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
2022 Q2	–	Sell	-1,533	Closed	-$231K	–	237
2022 Q1	$231K	Hold	1,533	–	–	﹤0.01%	221
2021 Q4	$344K	Hold	1,533	–	–	﹤0.01%	208
2021 Q3	$364K	Hold	1,533	–	–	0.01%	164
2021 Q2	$375K	Hold	1,533	–	–	0.01%	154
2021 Q1	$338K	Hold	1,533	–	–	0.01%	159
2020 Q4	$390K	Sell	1,533 -1,532	-50%	-$364K	0.01%	146
2020 Q3	$655K	Hold	3,065	–	–	0.01%	118
2020 Q2	$614K	Buy	+3,065	New	+$520K	0.01%	118
2019 Q4	–	Sell	-2,561	Closed	-$252K	–	183
2019 Q3	$252K	Hold	2,561	–	–	0.01%	180
2019 Q2	$316K	Buy	+2,561	New	+$278K	0.01%	171

Other funds holding OKTA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allen Investment Management's OKTA Position: Q2 2022 in Review

Allen Investment Management sold out of Okta (OKTA) in Q2 2022, closing a stake of 1,533 shares — an estimated $231K sold.

Allen Investment Management first reported a position in OKTA in Q2 2019 and held it in 10 quarters. The position peaked at $655K in Q3 2020. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Allen Investment Management reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Allen Investment Management sold 1,533 Okta shares in Q2 2022, an estimated $231K.
Allen Investment Management first reported a position in Okta in Q2 2019 and held it in 10 quarters.
Allen Investment Management's Okta position peaked at $655K in Q3 2020.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Allen Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.