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Nadler Financial Group’s Okta OKTA Stock Holding History

Nadler Financial Group’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
-1,070
Closed -$240K – 134
2021
Q4 		$240K Hold
1,070
– – 0.04% 112
2021
Q3 		$254K Buy
1,070
+1
+0.1% +$248 0.04% 100
2021
Q2 		$262K Buy
1,069
+4
+0.4% +$965 0.04% 107
2021
Q1 		$235K Buy
1,065
+10
+0.9% +$2.51K 0.04% 107
2020
Q4 		$268K Buy
1,055
+5
+0.5% +$1.19K 0.05% 88
2020
Q3 		$225K Hold
1,050
– – 0.05% 86
2020
Q2 		$210K Buy
+1,050
New +$178K 0.05% 94

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 $3.37T AUM 44.26% 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

Nadler Financial Group's OKTA Position: Q1 2022 in Review

Nadler Financial Group sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,070 shares — an estimated $240K sold.

Nadler Financial Group first reported a position in OKTA in Q2 2020 and held it in 7 quarters. The position peaked at $268K in Q4 2020. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Nadler Financial Group reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Nadler Financial Group sold 1,070 Okta shares in Q1 2022, an estimated $240K.
  • Nadler Financial Group first reported a position in Okta in Q2 2020 and held it in 7 quarters.
  • Nadler Financial Group's Okta position peaked at $268K in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Nadler Financial Group's 13F filing for Q1 2022, filed 5 May 2022.