Ridgewood Investments’s Okta OKTA Stock Holding History

Ridgewood Investments’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	Closed	-$690	–	857
2023 Q1	$690	Buy	+8	New	+$609	﹤0.01%	760

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

Ridgewood Investments's OKTA Position: Q2 2023 in Review

Ridgewood Investments sold out of Okta (OKTA) in Q2 2023, closing a stake of 8 shares — an estimated $690 sold.

Ridgewood Investments first reported a position in OKTA in Q1 2023 and held it in 1 quarter. The position peaked at $690 in Q1 2023. 616 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

Ridgewood Investments reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
Ridgewood Investments sold 8 Okta shares in Q2 2023, an estimated $690.
Ridgewood Investments first reported a position in Okta in Q1 2023 and held it in 1 quarter.
Ridgewood Investments's Okta position peaked at $690 in Q1 2023.
616 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Ridgewood Investments's 13F filing for Q2 2023, filed 7 Aug 2023.