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Lake Point Wealth Management’s Okta OKTA Stock Holding History

Lake Point Wealth 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 		$3K Hold
38
– – ﹤0.01% 287
2022
Q1 		$6K Hold
38
– – ﹤0.01% 229
2021
Q4 		$9K Hold
38
– – ﹤0.01% 190
2021
Q3 		$9K Hold
38
– – ﹤0.01% 168
2021
Q2 		$9K Buy
+38
New +$9.17K ﹤0.01% 187

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lake Point Wealth Management's OKTA Position: Q2 2022 in Review

Lake Point Wealth Management held its Okta (OKTA) position steady in Q2 2022 at 38 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Lake Point Wealth Management first reported a position in OKTA in Q2 2021 and has held it in 5 quarters since. The position peaked at $9K in Q4 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Lake Point Wealth Management held 38 shares of Okta worth $3K as of Q2 2022.
  • Lake Point Wealth Management left its Okta share count unchanged in Q2 2022.
  • Okta made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #287 holding.
  • Lake Point Wealth Management first reported a position in Okta in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Okta position peaked at $9K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.