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Bard Financial Services’s Okta OKTA Stock Holding History

Bard Financial 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
2022
Q4 		– Sell
-3,550
Closed -$202K – 309
2022
Q3 		$202K Buy
3,550
+800
+29% +$68.8K 0.02% 271
2022
Q2 		$249K Buy
2,750
+1,250
+83% +$135K 0.02% 248
2022
Q1 		$226K Buy
1,500
+500
+50% +$89.6K 0.02% 265
2021
Q4 		$224K Hold
1,000
– – 0.02% 261
2021
Q3 		$237K Hold
1,000
– – 0.02% 247
2021
Q2 		$245K Buy
1,000
+25
+3% +$6.03K 0.02% 242
2021
Q1 		$215K Buy
975
+75
+8% +$18.8K 0.02% 242
2020
Q4 		$229K Buy
+900
New +$214K 0.02% 236

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's OKTA Position: Q4 2022 in Review

Bard Financial Services sold out of Okta (OKTA) in Q4 2022, closing a stake of 3,550 shares — an estimated $202K sold.

Bard Financial Services first reported a position in OKTA in Q4 2020 and held it in 8 quarters. The position peaked at $249K in Q2 2022. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Bard Financial Services reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Bard Financial Services sold 3,550 Okta shares in Q4 2022, an estimated $202K.
  • Bard Financial Services first reported a position in Okta in Q4 2020 and held it in 8 quarters.
  • Bard Financial Services's Okta position peaked at $249K in Q2 2022.
  • 581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Bard Financial Services's 13F filing for Q4 2022, filed 25 Jan 2023.