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Sustainable Growth Advisers’s Okta OKTA Stock Holding History

Sustainable Growth Advisers’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
-1,715
Closed -$259K – 58
2022
Q1 		$259K Buy
1,715
+532
+45% +$95.4K ﹤0.01% 56
2021
Q4 		$265K Buy
1,183
+11
+0.9% +$2.62K ﹤0.01% 57
2021
Q3 		$278K Buy
1,172
+173
+17% +$43K ﹤0.01% 56
2021
Q2 		$244K Buy
+999
New +$241K ﹤0.01% 58
2021
Q1 		– Sell
-788
Closed -$200K – 58
2020
Q4 		$200K Buy
+788
New +$187K ﹤0.01% 59

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sustainable Growth Advisers's OKTA Position: Q2 2022 in Review

Sustainable Growth Advisers sold out of Okta (OKTA) in Q2 2022, closing a stake of 1,715 shares — an estimated $259K sold.

Sustainable Growth Advisers first reported a position in OKTA in Q4 2020 and held it in 5 quarters. The position peaked at $278K in Q3 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Sustainable Growth Advisers reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Sustainable Growth Advisers sold 1,715 Okta shares in Q2 2022, an estimated $259K.
  • Sustainable Growth Advisers first reported a position in Okta in Q4 2020 and held it in 5 quarters.
  • Sustainable Growth Advisers's Okta position peaked at $278K in Q3 2021.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Sustainable Growth Advisers's 13F filing for Q2 2022, filed 11 Aug 2022.