McCarthy Asset Management’s Okta OKTA Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-300	Closed	-$45K	–	205
2022 Q1	$45K	Hold	300	–	–	0.03%	86
2021 Q4	$67K	Hold	300	–	–	0.05%	69
2021 Q3	$71K	Hold	300	–	–	0.05%	68
2021 Q2	$73K	Hold	300	–	–	0.05%	71
2021 Q1	$66K	Hold	300	–	–	0.05%	76
2020 Q4	$76K	Buy	+300	New	+$71.3K	0.06%	70

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

McCarthy Asset Management's OKTA Position: Q2 2022 in Review

McCarthy Asset Management sold out of Okta (OKTA) in Q2 2022, closing a stake of 300 shares — an estimated $45K sold.

McCarthy Asset Management first reported a position in OKTA in Q4 2020 and held it in 6 quarters. The position peaked at $76K in Q4 2020. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

McCarthy Asset Management reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 300 Okta shares in Q2 2022, an estimated $45K.
McCarthy Asset Management first reported a position in Okta in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Okta position peaked at $76K in Q4 2020.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.