Enterprise Financial Services Corp (EFSC)’s Okta OKTA Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-5	Closed	-$1K	–	326
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	352
2021 Q3	$1K	Sell	5 -79	-94%	-$19.6K	﹤0.01%	386
2021 Q2	$20K	Buy	84 +5	+6%	+$1.21K	﹤0.01%	585
2021 Q1	$17K	Buy	79 +32	+68%	+$8.04K	﹤0.01%	632
2020 Q4	$11K	Buy	47 +14	+42%	+$3.33K	﹤0.01%	700
2020 Q3	$7K	Buy	33 +9	+38%	+$1.88K	﹤0.01%	769
2020 Q2	$5K	Buy	24 +19	+380%	+$3.23K	﹤0.01%	850
2020 Q1	$1K	Sell	5 -9	-64%	-$1.13K	﹤0.01%	1185
2019 Q4	$2K	Buy	+14	New	+$1.61K	﹤0.01%	1010
2019 Q3	–	Sell	-4	Closed	–	–	1172
2019 Q2	$0	Buy	+4	New	+$434	﹤0.01%	1194

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s OKTA Position: Q1 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Okta (OKTA) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in OKTA in Q2 2019 and held it in 10 quarters. The position peaked at $20K in Q2 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 5 Okta shares in Q1 2022, an estimated $1K.
Enterprise Financial Services Corp (EFSC) first reported a position in Okta in Q2 2019 and held it in 10 quarters.
Enterprise Financial Services Corp (EFSC)'s Okta position peaked at $20K in Q2 2021.
684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2022, filed 16 May 2022.