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Meridian Wealth Management’s Okta OKTA Stock Holding History

Meridian 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
2022
Q1 		– Sell
-1,211
Closed -$271K – 423
2021
Q4 		$271K Sell
1,211
-305
-20% -$72.7K 0.03% 334
2021
Q3 		$360K Buy
1,516
+11
+0.7% +$2.73K 0.04% 279
2021
Q2 		$368K Sell
1,505
-371
-20% -$89.5K 0.05% 274
2021
Q1 		$414K Buy
1,876
+87
+5% +$21.9K 0.06% 240
2020
Q4 		$454K Sell
1,789
-106
-6% -$25.2K 0.07% 199
2020
Q3 		$405K Buy
1,895
+609
+47% +$127K 0.1% 156
2020
Q2 		$257K Buy
+1,286
New +$218K 0.09% 177
2019
Q3 		– Sell
-981
Closed -$121K – 389
2019
Q2 		$121K Buy
+981
New +$106K 0.05% 258

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T 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
Sands Capital Management
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
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Meridian Wealth Management's OKTA Position: Q1 2022 in Review

Meridian Wealth Management sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,211 shares — an estimated $271K sold.

Meridian Wealth Management first reported a position in OKTA in Q2 2019 and held it in 8 quarters. The position peaked at $454K in Q4 2020. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Meridian Wealth Management reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 1,211 Okta shares in Q1 2022, an estimated $271K.
  • Meridian Wealth Management first reported a position in Okta in Q2 2019 and held it in 8 quarters.
  • Meridian Wealth Management's Okta position peaked at $454K in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Meridian Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.