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Sand Hill Global Advisors’s Okta OKTA Stock Holding History

Sand Hill Global 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
Q1 		– Sell
-1,350
Closed -$303K – 160
2021
Q4 		$303K Hold
1,350
– – 0.02% 131
2021
Q3 		$320K Sell
1,350
-45
-3% -$11.2K 0.02% 124
2021
Q2 		$341K Sell
1,395
-28
-2% -$6.76K 0.02% 117
2021
Q1 		$314K Sell
1,423
-157
-10% -$39.5K 0.02% 110
2020
Q4 		$402K Hold
1,580
– – 0.03% 105
2020
Q3 		$338K Buy
1,580
+5
+0.3% +$1.04K 0.03% 104
2020
Q2 		$315K Sell
1,575
-270
-15% -$45.8K 0.03% 104
2020
Q1 		$226K Buy
1,845
+45
+3% +$5.65K 0.02% 111
2019
Q4 		$208K Buy
+1,800
New +$207K 0.02% 133
2019
Q3 		– Sell
-1,800
Closed -$222K – 133
2019
Q2 		$222K Buy
+1,800
New +$195K 0.02% 100

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Sand Hill Global Advisors's OKTA Position: Q1 2022 in Review

Sand Hill Global Advisors sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,350 shares — an estimated $303K sold.

Sand Hill Global Advisors first reported a position in OKTA in Q2 2019 and held it in 10 quarters. The position peaked at $402K in Q4 2020. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Sand Hill Global Advisors reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Sand Hill Global Advisors sold 1,350 Okta shares in Q1 2022, an estimated $303K.
  • Sand Hill Global Advisors first reported a position in Okta in Q2 2019 and held it in 10 quarters.
  • Sand Hill Global Advisors's Okta position peaked at $402K in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Sand Hill Global Advisors's 13F filing for Q1 2022, filed 13 May 2022.