Lee Capital Holdings’s Okta OKTA Stock Holding History

Lee Capital Holdings’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	-11,640	Closed	-$2.61M	–	67
2021 Q4	$2.61M	Buy	11,640 +495	+4%	+$118K	1.37%	24
2021 Q3	$2.65M	Buy	+11,145	New	+$2.77M	1.39%	23

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Lee Capital Holdings's OKTA Position: Q1 2022 in Review

Lee Capital Holdings sold out of Okta (OKTA) in Q1 2022, closing a stake of 11,640 shares — an estimated $2.61M sold.

Lee Capital Holdings first reported a position in OKTA in Q3 2021 and held it in 2 quarters. The position peaked at $2.65M in Q3 2021. 685 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

Lee Capital Holdings reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
Lee Capital Holdings sold 11,640 Okta shares in Q1 2022, an estimated $2.61M.
Lee Capital Holdings first reported a position in Okta in Q3 2021 and held it in 2 quarters.
Lee Capital Holdings's Okta position peaked at $2.65M in Q3 2021.
685 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Lee Capital Holdings's 13F filing for Q1 2022, filed 16 May 2022.