Moody National Bank Trust Division’s Okta OKTA Stock Holding History

Moody National Bank Trust Division’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	-4,161	Closed	-$236K	–	609
2022 Q3	$236K	Hold	4,161	–	–	0.02%	531
2022 Q2	$376K	Sell	4,161 -5,290	-56%	-$571K	0.04%	352
2022 Q1	$1.43M	Sell	9,451 -2,132	-18%	-$382K	0.04%	160
2021 Q4	$2.6M	Sell	11,583 -29,626	-72%	-$7.06M	0.08%	98
2021 Q3	$9.78M	Sell	41,209 -54	-0.1%	-$13.4K	0.14%	82
2021 Q2	$10.1M	Sell	41,263 -77	-0.2%	-$18.6K	0.21%	79
2021 Q1	$9.11M	Buy	+41,340	New	+$10.4M	0.22%	88

Other funds holding OKTA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

DMC

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Moody National Bank Trust Division's OKTA Position: Q4 2022 in Review

Moody National Bank Trust Division sold out of Okta (OKTA) in Q4 2022, closing a stake of 4,161 shares — an estimated $236K sold.

Moody National Bank Trust Division first reported a position in OKTA in Q1 2021 and held it in 7 quarters. The position peaked at $10.1M in Q2 2021. 583 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

Moody National Bank Trust Division reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
Moody National Bank Trust Division sold 4,161 Okta shares in Q4 2022, an estimated $236K.
Moody National Bank Trust Division first reported a position in Okta in Q1 2021 and held it in 7 quarters.
Moody National Bank Trust Division's Okta position peaked at $10.1M in Q2 2021.
583 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Moody National Bank Trust Division's 13F filing for Q4 2022, filed 11 Jan 2023.