LexAurum Advisors’s Okta OKTA Stock Holding History

LexAurum 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 Q2	–	Sell	-2,228	Closed	-$336K	–	264
2022 Q1	$336K	Buy	2,228 +1,322	+146%	+$237K	0.11%	171
2021 Q4	$203K	Buy	906 +9	+1%	+$2.14K	0.07%	241
2021 Q3	$213K	Sell	897 -28	-3%	-$6.95K	0.06%	259
2021 Q2	$226K	Buy	+925	New	+$223K	0.07%	260
2021 Q1	–	Sell	-796	Closed	-$202K	–	246
2020 Q4	$202K	Buy	+796	New	+$189K	0.07%	230

Other funds holding OKTA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

LexAurum Advisors's OKTA Position: Q2 2022 in Review

LexAurum Advisors sold out of Okta (OKTA) in Q2 2022, closing a stake of 2,228 shares — an estimated $336K sold.

LexAurum Advisors first reported a position in OKTA in Q4 2020 and held it in 5 quarters. The position peaked at $336K in Q1 2022. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

LexAurum Advisors reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
LexAurum Advisors sold 2,228 Okta shares in Q2 2022, an estimated $336K.
LexAurum Advisors first reported a position in Okta in Q4 2020 and held it in 5 quarters.
LexAurum Advisors's Okta position peaked at $336K in Q1 2022.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on LexAurum Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.