Gilman Hill Asset Management’s Okta OKTA Stock Holding History

Gilman Hill 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	-1,350	Closed	-$204K	–	226
2022 Q1	$204K	Buy	1,350 +223	+20%	+$40K	0.05%	200
2021 Q4	$253K	Buy	+1,127	New	+$268K	0.06%	194
2021 Q1	–	Sell	-825	Closed	-$210K	–	186
2020 Q4	$210K	Sell	825 -175	-18%	-$41.6K	0.07%	159
2020 Q3	$214K	Sell	1,000 -250	-20%	-$52.1K	0.08%	153
2020 Q2	$250K	Buy	+1,250	New	+$212K	0.1%	136

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

Gilman Hill Asset Management's OKTA Position: Q2 2022 in Review

Gilman Hill Asset Management sold out of Okta (OKTA) in Q2 2022, closing a stake of 1,350 shares — an estimated $204K sold.

Gilman Hill Asset Management first reported a position in OKTA in Q2 2020 and held it in 5 quarters. The position peaked at $253K in Q4 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Gilman Hill Asset Management reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Gilman Hill Asset Management sold 1,350 Okta shares in Q2 2022, an estimated $204K.
Gilman Hill Asset Management first reported a position in Okta in Q2 2020 and held it in 5 quarters.
Gilman Hill Asset Management's Okta position peaked at $253K in Q4 2021.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Gilman Hill Asset Management's 13F filing for Q2 2022, filed 15 Jul 2022.