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First Foundation Advisors’s Okta OKTA Stock Holding History

First Foundation Advisors’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
-976
Closed -$219K – 448
2021
Q4 		$219K Buy
976
+18
+2% +$4.29K 0.01% 402
2021
Q3 		$227K Sell
958
-4
-0.4% -$993 0.01% 397
2021
Q2 		$235K Buy
+962
New +$232K 0.01% 398
2021
Q1 		– Sell
-974
Closed -$248K – 432
2020
Q4 		$248K Buy
+974
New +$232K 0.01% 357

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

First Foundation Advisors's OKTA Position: Q1 2022 in Review

First Foundation Advisors sold out of Okta (OKTA) in Q1 2022, closing a stake of 976 shares — an estimated $219K sold.

First Foundation Advisors first reported a position in OKTA in Q4 2020 and held it in 4 quarters. The position peaked at $248K in Q4 2020. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • First Foundation Advisors reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • First Foundation Advisors sold 976 Okta shares in Q1 2022, an estimated $219K.
  • First Foundation Advisors first reported a position in Okta in Q4 2020 and held it in 4 quarters.
  • First Foundation Advisors's Okta position peaked at $248K in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on First Foundation Advisors's 13F filing for Q1 2022, filed 5 May 2022.