Cutter & Co Brokerage’s Okta OKTA Stock Holding History

Cutter & Co Brokerage’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 Q1	–	Sell	-1,100	Closed	-$247K	–	264
2021 Q4	$247K	Hold	1,100	–	–	0.07%	222
2021 Q3	$261K	Hold	1,100	–	–	0.06%	232
2021 Q2	$269K	Hold	1,100	–	–	0.06%	228
2021 Q1	$242K	Hold	1,100	–	–	0.06%	242
2020 Q4	$280K	Hold	1,100	–	–	0.07%	203
2020 Q3	$235K	Hold	1,100	–	–	0.07%	199
2020 Q2	$220K	Buy	+1,100	New	+$187K	0.07%	189
2020 Q1	–	Sell	-2,000	Closed	-$231K	–	279
2019 Q4	$231K	Sell	2,000 -1,000	-33%	-$115K	0.08%	207
2019 Q3	$295K	Hold	3,000	–	–	0.09%	204
2019 Q2	$371K	Sell	3,000 -500	-14%	-$54.3K	0.12%	190
2019 Q1	$290K	Buy	+3,500	New	+$277K	0.08%	215

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Cutter & Co Brokerage's OKTA Position: Q1 2022 in Review

Cutter & Co Brokerage sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,100 shares — an estimated $247K sold.

Cutter & Co Brokerage first reported a position in OKTA in Q1 2019 and held it in 11 quarters. The position peaked at $371K in Q2 2019. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

Cutter & Co Brokerage reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
Cutter & Co Brokerage sold 1,100 Okta shares in Q1 2022, an estimated $247K.
Cutter & Co Brokerage first reported a position in Okta in Q1 2019 and held it in 11 quarters.
Cutter & Co Brokerage's Okta position peaked at $371K in Q2 2019.
684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Cutter & Co Brokerage's 13F filing for Q1 2022, filed 3 May 2022.