Sandy Cove Advisors’s Okta OKTA Stock Holding History

Sandy Cove 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 Q2	–	Sell	-362	Closed	-$55K	–	290
2022 Q1	$55K	Hold	362	–	–	0.05%	185
2021 Q4	$81K	Buy	+362	New	+$86.2K	0.07%	139

Other funds holding OKTA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sandy Cove Advisors's OKTA Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Okta (OKTA) in Q2 2022, closing a stake of 362 shares — an estimated $55K sold.

Sandy Cove Advisors first reported a position in OKTA in Q4 2021 and held it in 2 quarters. The position peaked at $81K in Q4 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Sandy Cove Advisors reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Sandy Cove Advisors sold 362 Okta shares in Q2 2022, an estimated $55K.
Sandy Cove Advisors first reported a position in Okta in Q4 2021 and held it in 2 quarters.
Sandy Cove Advisors's Okta position peaked at $81K in Q4 2021.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.