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E Fund Management’s Okta OKTA Stock Holding History

E Fund Management’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
-1,395
Closed -$211K – 343
2022
Q1 		$211K Hold
1,395
– – 0.01% 285
2021
Q4 		$313K Buy
1,395
+247
+22% +$58.8K 0.01% 207
2021
Q3 		$272K Buy
+1,148
New +$285K 0.01% 197
2021
Q1 		$270K Buy
+1,223
New +$307K 0.02% 189

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 $999B AUM 46.22% 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
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
Sands Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

E Fund Management's OKTA Position: Q2 2022 in Review

E Fund Management sold out of Okta (OKTA) in Q2 2022, closing a stake of 1,395 shares — an estimated $211K sold.

E Fund Management first reported a position in OKTA in Q1 2021 and held it in 4 quarters. The position peaked at $313K in Q4 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • E Fund Management reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • E Fund Management sold 1,395 Okta shares in Q2 2022, an estimated $211K.
  • E Fund Management first reported a position in Okta in Q1 2021 and held it in 4 quarters.
  • E Fund Management's Okta position peaked at $313K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on E Fund Management's 13F filing for Q2 2022, filed 15 Aug 2022.