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Liberty Wealth Management’s Okta OKTA Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-211
Closed -$52K – 806
2021
Q3 		$52K Buy
211
+119
+129% +$29.5K 0.02% 417
2021
Q2 		$23K Buy
92
+13
+16% +$3.14K 0.01% 481
2021
Q1 		$21K Hold
79
– – 0.01% 451
2020
Q4 		$21K Buy
79
+5
+7% +$1.19K 0.01% 448
2020
Q3 		$16K Buy
74
+19
+35% +$3.96K 0.01% 439
2020
Q2 		$11K Buy
+55
New +$9.34K 0.01% 474

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Liberty Wealth Management's OKTA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Okta (OKTA) in Q4 2021, closing a stake of 211 shares — an estimated $52K sold.

Liberty Wealth Management first reported a position in OKTA in Q2 2020 and held it in 6 quarters. The position peaked at $52K in Q3 2021. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Okta position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 211 Okta shares in Q4 2021, an estimated $52K.
  • Liberty Wealth Management first reported a position in Okta in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's Okta position peaked at $52K in Q3 2021.
  • 754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.