PrairieView Partners’s Okta OKTA Stock Holding History

PrairieView Partners’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	-200	Closed	-$30K	–	472
2022 Q1	$30K	Hold	200	–	–	﹤0.01%	250
2021 Q4	$45K	Hold	200	–	–	0.01%	221
2021 Q3	$47K	Hold	200	–	–	0.01%	171
2021 Q2	$49K	Hold	200	–	–	0.01%	166
2021 Q1	$44K	Hold	200	–	–	0.01%	179
2020 Q4	$51K	Hold	200	–	–	0.01%	155
2020 Q3	$43K	Hold	200	–	–	0.01%	157
2020 Q2	$40K	Hold	200	–	–	0.01%	152
2020 Q1	$24K	Buy	+200	New	+$25.1K	0.01%	173

Other funds holding OKTA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

PrairieView Partners's OKTA Position: Q2 2022 in Review

PrairieView Partners sold out of Okta (OKTA) in Q2 2022, closing a stake of 200 shares — an estimated $30K sold.

PrairieView Partners first reported a position in OKTA in Q1 2020 and held it in 9 quarters. The position peaked at $51K in Q4 2020. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

PrairieView Partners reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
PrairieView Partners sold 200 Okta shares in Q2 2022, an estimated $30K.
PrairieView Partners first reported a position in Okta in Q1 2020 and held it in 9 quarters.
PrairieView Partners's Okta position peaked at $51K in Q4 2020.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on PrairieView Partners's 13F filing for Q2 2022, filed 22 Jul 2022.