Legacy Bridge’s Okta OKTA Stock Holding History

Legacy Bridge’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	–	Sell	-5,245	Closed	-$792K	–	302
2022 Q1	$792K	Hold	5,245	–	–	0.46%	92
2021 Q4	$1.18M	Buy	5,245 +50	+1%	+$11.9K	0.61%	67
2021 Q3	$1.23M	Hold	5,195	–	–	0.71%	56
2021 Q2	$1.27M	Buy	+5,195	New	+$1.25M	0.72%	52

Other funds holding OKTA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Legacy Bridge's OKTA Position: Q2 2022 in Review

Legacy Bridge sold out of Okta (OKTA) in Q2 2022, closing a stake of 5,245 shares — an estimated $792K sold.

Legacy Bridge first reported a position in OKTA in Q2 2021 and held it in 4 quarters. The position peaked at $1.27M in Q2 2021. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Legacy Bridge reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Legacy Bridge sold 5,245 Okta shares in Q2 2022, an estimated $792K.
Legacy Bridge first reported a position in Okta in Q2 2021 and held it in 4 quarters.
Legacy Bridge's Okta position peaked at $1.27M in Q2 2021.
606 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Legacy Bridge's 13F filing for Q2 2022, filed 21 Jul 2022.