Romano Brothers & Co’s Okta OKTA Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-39	Closed	-$2.67K	–	748
2022 Q4	$2.67K	Buy	+39	New	+$2.23K	﹤0.01%	902

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

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

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

CIP

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Romano Brothers & Co's OKTA Position: Q1 2023 in Review

Romano Brothers & Co sold out of Okta (OKTA) in Q1 2023, closing a stake of 39 shares — an estimated $2.67K sold.

Romano Brothers & Co first reported a position in OKTA in Q4 2022 and held it in 1 quarter. The position peaked at $2.67K in Q4 2022. 635 funds tracked by Wall St. Rank hold OKTA as of Q1 2023.

Romano Brothers & Co reported no remaining Okta position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 39 Okta shares in Q1 2023, an estimated $2.67K.
Romano Brothers & Co first reported a position in Okta in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Okta position peaked at $2.67K in Q4 2022.
635 funds tracked by Wall St. Rank held Okta as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.