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Bordeaux Wealth Advisors’s Okta OKTA Stock Holding History

Bordeaux Wealth Advisors’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
-2,931
Closed -$443K – 89
2022
Q1 		$443K Sell
2,931
-89
-3% -$16K 0.24% 62
2021
Q4 		$677K Buy
3,020
+220
+8% +$52.4K 0.31% 52
2021
Q3 		$665K Hold
2,800
– – 0.38% 43
2021
Q2 		$685K Buy
+2,800
New +$676K 0.39% 45

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bordeaux Wealth Advisors's OKTA Position: Q2 2022 in Review

Bordeaux Wealth Advisors sold out of Okta (OKTA) in Q2 2022, closing a stake of 2,931 shares — an estimated $443K sold.

Bordeaux Wealth Advisors first reported a position in OKTA in Q2 2021 and held it in 4 quarters. The position peaked at $685K in Q2 2021. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Bordeaux Wealth Advisors reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 2,931 Okta shares in Q2 2022, an estimated $443K.
  • Bordeaux Wealth Advisors first reported a position in Okta in Q2 2021 and held it in 4 quarters.
  • Bordeaux Wealth Advisors's Okta position peaked at $685K in Q2 2021.
  • 606 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.