B. Riley Wealth Management’s Okta OKTA Stock Holding History

B. Riley 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
2022 Q2	$7.07K	Buy	2,269 +26	+1%	+$2.81K	0.01%	133
2022 Q1	$339K	Sell	2,243 -345	-13%	-$61.8K	0.03%	423
2021 Q4	$580K	Sell	2,588 -126	-5%	-$30K	0.04%	311
2021 Q3	$644K	Buy	+2,714	New	+$674K	0.05%	289
2020 Q3	–	Sell	-1,292	Closed	-$259K	–	498
2020 Q2	$259K	Buy	+1,292	New	+$219K	0.03%	328
2019 Q3	–	Sell	-3,492	Closed	-$431	–	419
2019 Q2	$431	Sell	3,492 -1,515	-30%	-$164K	0.07%	226
2019 Q1	$414K	Buy	+5,007	New	+$396K	0.07%	237

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

B. Riley Wealth Management's OKTA Position: Q2 2022 in Review

B. Riley Wealth Management increased its Okta (OKTA) stake by 1.2% in Q2 2022, buying an estimated $2.81K and bringing the position to 2,269 shares worth $7.07K. The position accounts for 0.01% of the portfolio, ranked #133.

B. Riley Wealth Management first reported a position in OKTA in Q1 2019 and has held it in 7 quarters since. The position peaked at $644K in Q3 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

B. Riley Wealth Management held 2,269 shares of Okta worth $7.07K as of Q2 2022.
B. Riley Wealth Management bought 26 Okta shares in Q2 2022, an estimated $2.81K.
Okta made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #133 holding.
B. Riley Wealth Management first reported a position in Okta in Q1 2019 and has held it in 7 quarters since.
B. Riley Wealth Management's Okta position peaked at $644K in Q3 2021.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.