St Louis Trust’s Okta OKTA Stock Holding History

St Louis Trust’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	–	Sell	-1,638	Closed	-$416K	–	105
2022 Q3	$416K	Buy	+1,638	New	+$141K	0.12%	73
2022 Q2	–	Sell	-1,638	Closed	-$247K	–	104
2022 Q1	$247K	Hold	1,638	–	–	0.05%	94
2021 Q4	$367K	Hold	1,638	–	–	0.08%	92
2021 Q3	$389K	Hold	1,638	–	–	0.1%	87
2021 Q2	$401K	Hold	1,638	–	–	0.1%	75
2021 Q1	$361K	Hold	1,638	–	–	0.09%	77
2020 Q4	$416K	Hold	1,638	–	–	0.12%	64
2020 Q3	$350K	Hold	1,638	–	–	0.11%	73
2020 Q2	$328K	Hold	1,638	–	–	0.1%	75
2020 Q1	$200K	Sell	1,638 -819	-33%	-$103K	0.08%	77
2019 Q4	$283K	Hold	2,457	–	–	0.08%	72
2019 Q3	$242K	Hold	2,457	–	–	0.08%	73
2019 Q2	$303K	Hold	2,457	–	–	0.1%	73
2019 Q1	$203K	Buy	+2,457	New	+$194K	0.07%	76

Other funds holding OKTA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

St Louis Trust's OKTA Position: Q4 2022 in Review

St Louis Trust sold out of Okta (OKTA) in Q4 2022, closing a stake of 1,638 shares — an estimated $416K sold.

St Louis Trust first reported a position in OKTA in Q1 2019 and held it in 14 quarters. The position peaked at $416K in Q3 2022. 582 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

St Louis Trust reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
St Louis Trust sold 1,638 Okta shares in Q4 2022, an estimated $416K.
St Louis Trust first reported a position in Okta in Q1 2019 and held it in 14 quarters.
St Louis Trust's Okta position peaked at $416K in Q3 2022.
582 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on St Louis Trust's 13F filing for Q4 2022, filed 6 Feb 2023.