Lenox Wealth Advisors’s Okta OKTA Stock Holding History

Lenox Wealth 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	-3	Closed	-$1K	–	926
2021 Q4	$1K	Buy	+3	New	+$715	﹤0.01%	885

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Lenox Wealth Advisors's OKTA Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Okta (OKTA) in Q1 2022, closing a stake of 3 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in OKTA in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 685 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

Lenox Wealth Advisors reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 3 Okta shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Okta in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Okta position peaked at $1K in Q4 2021.
685 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.