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Vigilare Wealth Management’s Okta OKTA Stock Holding History

Vigilare Wealth Management’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
-1,670
Closed -$252K – 140
2022
Q1 		$252K Sell
1,670
-1,440
-46% -$258K 0.21% 114
2021
Q4 		$697K Buy
3,110
+414
+15% +$98.6K 0.41% 64
2021
Q3 		$640K Buy
2,696
+141
+6% +$35K 0.4% 67
2021
Q2 		$625K Buy
2,555
+591
+30% +$143K 0.38% 66
2021
Q1 		$433K Buy
1,964
+1,023
+109% +$257K 0.31% 92
2020
Q4 		$239K Sell
941
-219
-19% -$52.1K 0.23% 108
2020
Q3 		$248K Buy
+1,160
New +$242K 0.26% 93
2020
Q2 		– Sell
-1,650
Closed -$202K – 141
2020
Q1 		$202K Buy
+1,650
New +$207K 0.24% 101

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vigilare Wealth Management's OKTA Position: Q2 2022 in Review

Vigilare Wealth Management sold out of Okta (OKTA) in Q2 2022, closing a stake of 1,670 shares — an estimated $252K sold.

Vigilare Wealth Management first reported a position in OKTA in Q1 2020 and held it in 8 quarters. The position peaked at $697K in Q4 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Vigilare Wealth Management reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Vigilare Wealth Management sold 1,670 Okta shares in Q2 2022, an estimated $252K.
  • Vigilare Wealth Management first reported a position in Okta in Q1 2020 and held it in 8 quarters.
  • Vigilare Wealth Management's Okta position peaked at $697K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Vigilare Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.