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Lattice Capital Management’s Okta OKTA Stock Holding History

Lattice Capital 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
Q4 		– Sell
-7,700
Closed -$438K – 57
2022
Q3 		$438K Hold
7,700
– – 0.7% 33
2022
Q2 		$748K Hold
7,700
– – 1.36% 21
2022
Q1 		$1.11M Hold
7,700
– – 1.58% 17
2021
Q4 		$1.73M Buy
+7,700
New +$1.83M 0.12% 16

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lattice Capital Management's OKTA Position: Q4 2022 in Review

Lattice Capital Management sold out of Okta (OKTA) in Q4 2022, closing a stake of 7,700 shares — an estimated $438K sold.

Lattice Capital Management first reported a position in OKTA in Q4 2021 and held it in 4 quarters. The position peaked at $1.73M in Q4 2021. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Lattice Capital Management reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Lattice Capital Management sold 7,700 Okta shares in Q4 2022, an estimated $438K.
  • Lattice Capital Management first reported a position in Okta in Q4 2021 and held it in 4 quarters.
  • Lattice Capital Management's Okta position peaked at $1.73M in Q4 2021.
  • 581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Lattice Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.