Proem Advisors’s Okta OKTA Stock Holding History

Proem Advisors’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 Q3	$1.71M	Buy	30,000 +18,000	+150%	+$1.55M	2.83%	14
2022 Q2	$1.08M	Buy	+12,000	New	+$1.3M	7.44%	5
2021 Q4	–	Sell	-6,000	Closed	-$1.42M	–	17
2021 Q3	$1.42M	Buy	+6,000	New	+$1.49M	1.23%	17
2021 Q1	–	Sell	-5,000	Closed	-$1.27M	–	25
2020 Q4	$1.27M	Buy	+5,000	New	+$1.19M	1.25%	21

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Proem Advisors's OKTA Position: Q3 2022 in Review

Proem Advisors increased its Okta (OKTA) stake by 150% in Q3 2022, buying an estimated $1.55M and bringing the position to 30,000 shares worth $1.71M. The position accounts for 2.83% of the portfolio, ranked #14.

Proem Advisors first reported a position in OKTA in Q4 2020 and has held it in 4 quarters since. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

Proem Advisors held 30,000 shares of Okta worth $1.71M as of Q3 2022.
Proem Advisors bought 18,000 Okta shares in Q3 2022, an estimated $1.55M.
Okta made up 2.83% of Proem Advisors's portfolio in Q3 2022, its #14 holding.
Proem Advisors first reported a position in Okta in Q4 2020 and has held it in 4 quarters since.
570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Proem Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.