Bedel Financial Consulting’s Okta OKTA Stock Holding History

Bedel Financial Consulting’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	-89	Closed	-$13K	–	658
2022 Q1	$13K	Sell	89 -25	-22%	-$4.48K	﹤0.01%	618
2021 Q4	$26K	Sell	114 -25	-18%	-$5.96K	0.01%	513
2021 Q3	$33K	Hold	139	–	–	0.01%	458
2021 Q2	$34K	Buy	139 +20	+17%	+$4.83K	0.01%	452
2021 Q1	$26K	Buy	119 +30	+34%	+$7.54K	0.01%	467
2020 Q4	$23K	Hold	89	–	–	0.01%	433
2020 Q3	$19K	Buy	89 +4	+5%	+$834	0.01%	432
2020 Q2	$17K	Hold	85	–	–	0.01%	426
2020 Q1	$10K	Hold	85	–	–	0.01%	475
2019 Q4	$10K	Hold	85	–	–	0.01%	509
2019 Q3	$8K	Hold	85	–	–	﹤0.01%	514
2019 Q2	$10K	Buy	85 +40	+89%	+$4.34K	0.01%	494
2019 Q1	$4K	Hold	45	–	–	﹤0.01%	596
2018 Q4	$3K	Hold	45	–	–	﹤0.01%	587
2018 Q3	$2K	Hold	45	–	–	﹤0.01%	619
2018 Q2	$2K	Buy	+45	New	+$2.14K	﹤0.01%	624

Other funds holding OKTA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bedel Financial Consulting's OKTA Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Okta (OKTA) in Q2 2022, closing a stake of 89 shares — an estimated $13K sold.

Bedel Financial Consulting first reported a position in OKTA in Q2 2018 and held it in 16 quarters. The position peaked at $34K in Q2 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Bedel Financial Consulting reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 89 Okta shares in Q2 2022, an estimated $13K.
Bedel Financial Consulting first reported a position in Okta in Q2 2018 and held it in 16 quarters.
Bedel Financial Consulting's Okta position peaked at $34K in Q2 2021.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.