Retireful LLC’s Okta OKTA Stock Holding History

Retireful LLC’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
2023 Q2	–	Sell	-8,632	Closed	-$744K	–	112
2023 Q1	$744K	Buy	+8,632	New	+$657K	0.24%	47

Other funds holding OKTA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Retireful LLC's OKTA Position: Q2 2023 in Review

Retireful LLC sold out of Okta (OKTA) in Q2 2023, closing a stake of 8,632 shares — an estimated $744K sold.

Retireful LLC first reported a position in OKTA in Q1 2023 and held it in 1 quarter. The position peaked at $744K in Q1 2023. 616 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

Retireful LLC reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
Retireful LLC sold 8,632 Okta shares in Q2 2023, an estimated $744K.
Retireful LLC first reported a position in Okta in Q1 2023 and held it in 1 quarter.
Retireful LLC's Okta position peaked at $744K in Q1 2023.
616 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Retireful LLC's 13F filing for Q2 2023, filed 11 Jul 2023.