Modera Wealth Management’s Okta OKTA Stock Holding History

Modera 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	-948	Closed	-$213K	–	519
2021 Q4	$213K	Buy	+948	New	+$226K	0.01%	547

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Modera Wealth Management sold out of Okta (OKTA) in Q1 2022, closing a stake of 948 shares — an estimated $213K sold.

Modera Wealth Management first reported a position in OKTA in Q4 2021 and held it in 1 quarter. The position peaked at $213K in Q4 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

Modera Wealth Management reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 948 Okta shares in Q1 2022, an estimated $213K.
Modera Wealth Management first reported a position in Okta in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Okta position peaked at $213K in Q4 2021.
684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.