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Moody Lynn & Lieberson’s Okta OKTA Stock Holding History

Moody Lynn & Lieberson’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
-2,161
Closed -$326K – 237
2022
Q1 		$326K Buy
2,161
+38
+2% +$6.81K 0.02% 194
2021
Q4 		$476K Buy
2,123
+5
+0.2% +$1.19K 0.03% 172
2021
Q3 		$503K Hold
2,118
– – 0.04% 154
2021
Q2 		$518K Hold
2,118
– – 0.04% 150
2021
Q1 		$467K Buy
2,118
+8
+0.4% +$2.01K 0.04% 162
2020
Q4 		$536K Buy
2,110
+80
+4% +$19K 0.05% 143
2020
Q3 		$434K Sell
2,030
-65
-3% -$13.6K 0.04% 141
2020
Q2 		$419K Buy
+2,095
New +$356K 0.05% 135
2019
Q3 		– Sell
-18,665
Closed -$2.31M – 188
2019
Q2 		$2.31M Sell
18,665
-4,090
-18% -$444K 0.25% 76
2019
Q1 		$1.88M Buy
+22,755
New +$1.8M 0.22% 81

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moody Lynn & Lieberson's OKTA Position: Q2 2022 in Review

Moody Lynn & Lieberson sold out of Okta (OKTA) in Q2 2022, closing a stake of 2,161 shares — an estimated $326K sold.

Moody Lynn & Lieberson first reported a position in OKTA in Q1 2019 and held it in 10 quarters. The position peaked at $2.31M in Q2 2019. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Moody Lynn & Lieberson reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 2,161 Okta shares in Q2 2022, an estimated $326K.
  • Moody Lynn & Lieberson first reported a position in Okta in Q1 2019 and held it in 10 quarters.
  • Moody Lynn & Lieberson's Okta position peaked at $2.31M in Q2 2019.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2022, filed 28 Jul 2022.