Patriot Financial Group Insurance Agency’s Okta OKTA Stock Holding History

Patriot Financial Group Insurance Agency’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	-140	Closed	-$21K	–	2130
2022 Q1	$21K	Sell	140 -40	-22%	-$7.17K	﹤0.01%	1073
2021 Q4	$40K	Hold	180	–	–	0.01%	960
2021 Q3	$43K	Hold	180	–	–	0.01%	917
2021 Q2	$44K	Sell	180 -3,917	-96%	-$945K	0.01%	885
2021 Q1	$903K	Hold	4,097	–	–	0.21%	114
2020 Q4	$1.04M	Hold	4,097	–	–	0.26%	89
2020 Q3	$876K	Buy	4,097 +3,917	+2,176%	+$817K	0.28%	77
2020 Q2	$36K	Hold	180	–	–	0.01%	586
2020 Q1	$22K	Buy	+180	New	+$22.6K	0.01%	639
2019 Q3	–	Sell	-50	Closed	-$6K	–	1420
2019 Q2	$6K	Hold	50	–	–	﹤0.01%	903
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	901
2018 Q4	$3K	Hold	50	–	–	﹤0.01%	801
2018 Q3	$4K	Buy	+50	New	+$2.98K	﹤0.01%	786

Other funds holding OKTA

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 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

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

Patriot Financial Group Insurance Agency's OKTA Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Okta (OKTA) in Q2 2022, closing a stake of 140 shares — an estimated $21K sold.

Patriot Financial Group Insurance Agency first reported a position in OKTA in Q3 2018 and held it in 13 quarters. The position peaked at $1.04M in Q4 2020. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 140 Okta shares in Q2 2022, an estimated $21K.
Patriot Financial Group Insurance Agency first reported a position in Okta in Q3 2018 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Okta position peaked at $1.04M in Q4 2020.
606 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.