Lyell Wealth Management’s Okta OKTA Stock Holding History

Lyell 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
2023 Q2	–	Sell	-3,229	Closed	-$278K	–	196
2023 Q1	$278K	Sell	3,229 -435	-12%	-$33.1K	0.04%	171
2022 Q4	$250K	Sell	3,664 -119	-3%	-$6.79K	0.04%	172
2022 Q3	$215K	Hold	3,783	–	–	0.04%	178
2022 Q2	$342K	Sell	3,783 -51	-1%	-$5.51K	0.06%	153
2022 Q1	$579K	Sell	3,834 -90	-2%	-$16.1K	0.07%	129
2021 Q4	$880K	Hold	3,924	–	–	0.1%	111
2021 Q3	$931K	Hold	3,924	–	–	0.11%	107
2021 Q2	$960K	Buy	3,924 +940	+32%	+$227K	0.12%	107
2021 Q1	$658K	Buy	2,984 +2,013	+207%	+$506K	0.1%	115
2020 Q4	$247K	Hold	971	–	–	0.04%	148
2020 Q3	$208K	Sell	971 -40	-4%	-$8.34K	0.04%	130
2020 Q2	$202K	Buy	+1,011	New	+$172K	0.04%	120

Other funds holding OKTA

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

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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lyell Wealth Management's OKTA Position: Q2 2023 in Review

Lyell Wealth Management sold out of Okta (OKTA) in Q2 2023, closing a stake of 3,229 shares — an estimated $278K sold.

Lyell Wealth Management first reported a position in OKTA in Q2 2020 and held it in 12 quarters. The position peaked at $960K in Q2 2021. 615 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

Lyell Wealth Management reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
Lyell Wealth Management sold 3,229 Okta shares in Q2 2023, an estimated $278K.
Lyell Wealth Management first reported a position in Okta in Q2 2020 and held it in 12 quarters.
Lyell Wealth Management's Okta position peaked at $960K in Q2 2021.
615 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Lyell Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.