Lakewood Asset Management’s Okta OKTA Stock Holding History

Lakewood 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
2023 Q1	–	Sell	-50	Closed	-$3K	–	238
2022 Q4	$3K	Buy	+50	New	+$2.85K	﹤0.01%	299

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lakewood Asset Management's OKTA Position: Q1 2023 in Review

Lakewood Asset Management sold out of Okta (OKTA) in Q1 2023, closing a stake of 50 shares — an estimated $3K sold.

Lakewood Asset Management first reported a position in OKTA in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 635 funds tracked by Wall St. Rank hold OKTA as of Q1 2023.

Lakewood Asset Management reported no remaining Okta position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 50 Okta shares in Q1 2023, an estimated $3K.
Lakewood Asset Management first reported a position in Okta in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's Okta position peaked at $3K in Q4 2022.
635 funds tracked by Wall St. Rank held Okta as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.