Atticus Wealth Management’s Okta OKTA Stock Holding History

Atticus Wealth 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 Q4	–	Sell	-3	Closed	-$1K	–	474
2021 Q3	$1K	Buy	+3	New	+$745	﹤0.01%	396

Other funds holding OKTA

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

DMC

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

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

Atticus Wealth Management's OKTA Position: Q4 2021 in Review

Atticus Wealth Management sold out of Okta (OKTA) in Q4 2021, closing a stake of 3 shares — an estimated $1K sold.

Atticus Wealth Management first reported a position in OKTA in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

Atticus Wealth Management reported no remaining Okta position as of Q4 2021 after selling out during the quarter.
Atticus Wealth Management sold 3 Okta shares in Q4 2021, an estimated $1K.
Atticus Wealth Management first reported a position in Okta in Q3 2021 and held it in 1 quarter.
Atticus Wealth Management's Okta position peaked at $1K in Q3 2021.
754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on Atticus Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.