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Oliver Lagore Vanvalin Investment Group’s Okta OKTA Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q4 		– Sell
-30
Closed -$2K – 738
2022
Q3 		$2K Hold
30
– – ﹤0.01% 537
2022
Q2 		$3K Hold
30
– – ﹤0.01% 473
2022
Q1 		$5K Buy
+30
New +$5.38K ﹤0.01% 413

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's OKTA Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Okta (OKTA) in Q4 2022, closing a stake of 30 shares — an estimated $2K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in OKTA in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 583 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 30 Okta shares in Q4 2022, an estimated $2K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Okta in Q1 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Okta position peaked at $5K in Q1 2022.
  • 583 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.