Mizuho Securities’s Okta OKTA Stock Holding History

Mizuho Securities’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 Q4	–	Sell	-27	Closed	-$2K	–	160
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	177
2022 Q2	$6K	Hold	27	–	–	﹤0.01%	137
2022 Q1	$4K	Buy	27 +1	+4%	+$179	﹤0.01%	163
2021 Q4	$6K	Hold	26	–	–	﹤0.01%	131
2021 Q3	$6K	Sell	26 -2	-7%	-$497	﹤0.01%	139
2021 Q2	$7K	Hold	28	–	–	﹤0.01%	132
2021 Q1	$6K	Buy	28 +8	+40%	+$2.01K	﹤0.01%	134
2020 Q4	$5K	Buy	+20	New	+$4.75K	﹤0.01%	140
2020 Q1	–	Sell	-700	Closed	-$81K	–	107
2019 Q4	$81K	Hold	700	–	–	0.04%	90
2019 Q3	$69K	Buy	+700	New	+$87.4K	0.05%	97
2019 Q2	–	Sell	-2,600	Closed	-$215K	–	175
2019 Q1	$215K	Hold	2,600	–	–	0.47%	34
2018 Q4	$166K	Buy	+2,600	New	+$154K	0.01%	20

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

CIP

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

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

Mizuho Securities's OKTA Position: Q4 2022 in Review

Mizuho Securities sold out of Okta (OKTA) in Q4 2022, closing a stake of 27 shares — an estimated $2K sold.

Mizuho Securities first reported a position in OKTA in Q4 2018 and held it in 12 quarters. The position peaked at $215K in Q1 2019. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

Mizuho Securities reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
Mizuho Securities sold 27 Okta shares in Q4 2022, an estimated $2K.
Mizuho Securities first reported a position in Okta in Q4 2018 and held it in 12 quarters.
Mizuho Securities's Okta position peaked at $215K in Q1 2019.
581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Mizuho Securities's 13F filing for Q4 2022, filed 7 Feb 2023.