Bridgeworth’s Okta OKTA Stock Holding History

Bridgeworth’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 Q1	–	Sell	-926	Closed	-$235K	–	130
2020 Q4	$235K	Buy	+926	New	+$220K	0.08%	111
2018 Q3	–	Sell	-1,297	Closed	-$65K	–	410
2018 Q2	$65K	Buy	+1,297	New	+$61.7K	0.03%	246

Other funds holding OKTA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bridgeworth's OKTA Position: Q1 2021 in Review

Bridgeworth sold out of Okta (OKTA) in Q1 2021, closing a stake of 926 shares — an estimated $235K sold.

Bridgeworth first reported a position in OKTA in Q2 2018 and held it in 2 quarters. The position peaked at $235K in Q4 2020. 676 funds tracked by Wall St. Rank hold OKTA as of Q1 2021.

Bridgeworth reported no remaining Okta position as of Q1 2021 after selling out during the quarter.
Bridgeworth sold 926 Okta shares in Q1 2021, an estimated $235K.
Bridgeworth first reported a position in Okta in Q2 2018 and held it in 2 quarters.
Bridgeworth's Okta position peaked at $235K in Q4 2020.
676 funds tracked by Wall St. Rank held Okta as of Q1 2021.

Based on Bridgeworth's 13F filing for Q1 2021, filed 14 May 2021.