Tarbox Family Office’s Okta OKTA Stock Holding History

Tarbox 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 Q2	–	Sell	-13	Closed	-$2K	–	713
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	833
2021 Q4	$3K	Hold	13	–	–	﹤0.01%	801
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	823
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	834
2021 Q1	$3K	Hold	13	–	–	﹤0.01%	780
2020 Q4	$3K	Hold	13	–	–	﹤0.01%	713
2020 Q3	$3K	Hold	13	–	–	﹤0.01%	643
2020 Q2	$3K	Hold	13	–	–	﹤0.01%	652
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	686
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	1026
2019 Q3	$1K	Buy	+13	New	+$1.62K	﹤0.01%	975

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 $3.37T AUM 44.26% 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

Tarbox Family Office's OKTA Position: Q2 2022 in Review

Tarbox Family Office sold out of Okta (OKTA) in Q2 2022, closing a stake of 13 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in OKTA in Q3 2019 and held it in 11 quarters. The position peaked at $3K in Q4 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

Tarbox Family Office reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 13 Okta shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in Okta in Q3 2019 and held it in 11 quarters.
Tarbox Family Office's Okta position peaked at $3K in Q4 2021.
605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.