Sargent Bickham Lagudis’s Okta OKTA Stock Holding History

Sargent Bickham Lagudis’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 Q4	$3.76K	Sell	55 -44	-44%	-$2.51K	﹤0.01%	834
2022 Q3	$6K	Buy	99 +16	+19%	+$1.38K	﹤0.01%	761
2022 Q2	$8K	Hold	83	–	–	﹤0.01%	730
2022 Q1	$13K	Hold	83	–	–	﹤0.01%	680
2021 Q4	$19K	Sell	83 -13	-14%	-$3.1K	﹤0.01%	613
2021 Q3	$23K	Hold	96	–	–	﹤0.01%	582
2021 Q2	$23K	Buy	96 +39	+68%	+$9.41K	﹤0.01%	585
2021 Q1	$13K	Hold	57	–	–	﹤0.01%	653
2020 Q4	$14K	Hold	57	–	–	﹤0.01%	613
2020 Q3	$12K	Buy	+57	New	+$11.9K	﹤0.01%	577
2019 Q2	–	Sell	-150	Closed	-$12K	–	794
2019 Q1	$12K	Sell	150 -50	-25%	-$3.96K	﹤0.01%	589
2018 Q4	$13K	Hold	200	–	–	﹤0.01%	556
2018 Q3	$14K	Sell	200 -256	-56%	-$15.2K	﹤0.01%	553
2018 Q2	$23K	Hold	456	–	–	﹤0.01%	470
2018 Q1	$18K	Buy	+456	New	+$15.2K	﹤0.01%	492

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

CIP

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

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

Sargent Bickham Lagudis's OKTA Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Okta (OKTA) stake by 44% in Q4 2022, selling an estimated $2.51K and leaving 55 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Sargent Bickham Lagudis first reported a position in OKTA in Q1 2018 and has held it in 15 quarters since. The position peaked at $23K in Q3 2021. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

Sargent Bickham Lagudis held 55 shares of Okta worth $3.76K as of Q4 2022.
Sargent Bickham Lagudis sold 44 Okta shares in Q4 2022, an estimated $2.51K.
Okta made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #834 holding.
Sargent Bickham Lagudis first reported a position in Okta in Q1 2018 and has held it in 15 quarters since.
Sargent Bickham Lagudis's Okta position peaked at $23K in Q3 2021.
581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.