Econ Financial Services’s Okta OKTA Stock Holding History

Econ Financial Services’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	-18	Closed	-$3K	–	129
2022 Q1	$3K	Hold	18	–	–	﹤0.01%	133
2021 Q4	$4K	Buy	+18	New	+$4.29K	﹤0.01%	158

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 $3.37T AUM 44.26% 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

Econ Financial Services's OKTA Position: Q2 2022 in Review

Econ Financial Services sold out of Okta (OKTA) in Q2 2022, closing a stake of 18 shares — an estimated $3K sold.

Econ Financial Services first reported a position in OKTA in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Econ Financial Services reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Econ Financial Services sold 18 Okta shares in Q2 2022, an estimated $3K.
Econ Financial Services first reported a position in Okta in Q4 2021 and held it in 2 quarters.
Econ Financial Services's Okta position peaked at $4K in Q4 2021.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Econ Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.