PSI Advisors’s Okta OKTA Stock Holding History

PSI 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 Q4	–	Sell	-10	Closed	-$1K	–	804
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	709
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	726
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	633
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	675
2021 Q3	$2K	Buy	+10	New	+$2.48K	﹤0.01%	661

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

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

PSI Advisors's OKTA Position: Q4 2022 in Review

PSI Advisors sold out of Okta (OKTA) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

PSI Advisors first reported a position in OKTA in Q3 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

PSI Advisors reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
PSI Advisors sold 10 Okta shares in Q4 2022, an estimated $1K.
PSI Advisors first reported a position in Okta in Q3 2021 and held it in 5 quarters.
PSI Advisors's Okta position peaked at $2K in Q1 2022.
581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on PSI Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.