Standard Family Office’s Okta OKTA Stock Holding History

Standard Family Office’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	-13	Closed	-$1K	–	313
2022 Q3	$1K	Buy	+13	New	+$1.12K	﹤0.01%	463
2022 Q2	–	Sell	-782	Closed	-$118K	–	238
2022 Q1	$118K	Buy	+782	New	+$140K	0.03%	32
2021 Q2	–	Sell	-9	Closed	-$2K	–	615
2021 Q1	$2K	Buy	9 +2	+29%	+$503	﹤0.01%	455
2020 Q4	$2K	Buy	+7	New	+$1.66K	﹤0.01%	466

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 $3.38T AUM 44.17% 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

Standard Family Office's OKTA Position: Q4 2022 in Review

Standard Family Office sold out of Okta (OKTA) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Standard Family Office first reported a position in OKTA in Q4 2020 and held it in 4 quarters. The position peaked at $118K in Q1 2022. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

Standard Family Office reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 13 Okta shares in Q4 2022, an estimated $1K.
Standard Family Office first reported a position in Okta in Q4 2020 and held it in 4 quarters.
Standard Family Office's Okta position peaked at $118K in Q1 2022.
581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.