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LBMC Investment Advisors’s Okta OKTA Stock Holding History

LBMC Investment 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
-1,000
Closed -$224K – 166
2021
Q4 		$224K Hold
1,000
– – 0.02% 155
2021
Q3 		$237 Hold
1,000
– – 0.02% 147
2021
Q2 		$245K Hold
1,000
– – 0.02% 146
2021
Q1 		$220K Hold
1,000
– – 0.02% 125
2020
Q4 		$254K Hold
1,000
– – 0.03% 110
2020
Q3 		$214K Hold
1,000
– – 0.03% 109
2020
Q2 		$200K Buy
+1,000
New +$170K 0.03% 101

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

LBMC Investment Advisors's OKTA Position: Q1 2022 in Review

LBMC Investment Advisors sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,000 shares — an estimated $224K sold.

LBMC Investment Advisors first reported a position in OKTA in Q2 2020 and held it in 7 quarters. The position peaked at $254K in Q4 2020. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • LBMC Investment Advisors reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • LBMC Investment Advisors sold 1,000 Okta shares in Q1 2022, an estimated $224K.
  • LBMC Investment Advisors first reported a position in Okta in Q2 2020 and held it in 7 quarters.
  • LBMC Investment Advisors's Okta position peaked at $254K in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on LBMC Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.