EFG Asset Management’s Okta OKTA Stock Holding History

EFG Asset 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	-23,378	Closed	-$3.52M	–	195
2022 Q1	$3.52M	Sell	23,378 -3,814	-14%	-$684K	0.53%	58
2021 Q4	$6.1M	Buy	+27,192	New	+$6.48M	0.8%	45

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 $3.38T AUM 44.17% 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

EFG Asset Management's OKTA Position: Q2 2022 in Review

EFG Asset Management sold out of Okta (OKTA) in Q2 2022, closing a stake of 23,378 shares — an estimated $3.52M sold.

EFG Asset Management first reported a position in OKTA in Q4 2021 and held it in 2 quarters. The position peaked at $6.1M in Q4 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

EFG Asset Management reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
EFG Asset Management sold 23,378 Okta shares in Q2 2022, an estimated $3.52M.
EFG Asset Management first reported a position in Okta in Q4 2021 and held it in 2 quarters.
EFG Asset Management's Okta position peaked at $6.1M in Q4 2021.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on EFG Asset Management's 13F filing for Q2 2022, filed 4 Aug 2022.