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Viridian RIA’s Okta OKTA Stock Holding History

Viridian RIA’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
Q1 		– Sell
-10,880
Closed -$2.44M – 83
2021
Q4 		$2.44M Buy
+10,880
New +$2.59M 0.52% 34
2021
Q2 		– Hold
0
– – – 29
2021
Q1 		– Sell
-9,983
Closed -$2.51M – 31
2020
Q4 		$2.54M Sell
9,983
-25
-0.2% -$5.94K 0.7% 30
2020
Q3 		$2.14M Sell
10,008
-253
-2% -$52.7K 0.71% 31
2020
Q2 		$2.06M Sell
10,261
-267
-3% -$45.3K 0.74% 27
2020
Q1 		$1.29M Sell
10,528
-647
-6% -$81.2K 0.58% 28
2019
Q4 		$1.29M Sell
11,175
-675
-6% -$77.7K 0.46% 33
2019
Q3 		$1.17M Buy
11,850
+76
+0.6% +$9.49K 0.49% 31
2019
Q2 		$1.53M Buy
+11,774
New +$1.28M 0.62% 26

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Viridian RIA's OKTA Position: Q1 2022 in Review

Viridian RIA sold out of Okta (OKTA) in Q1 2022, closing a stake of 10,880 shares — an estimated $2.44M sold.

Viridian RIA first reported a position in OKTA in Q2 2019 and held it in 8 quarters. The position peaked at $2.54M in Q4 2020. 685 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Viridian RIA reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Viridian RIA sold 10,880 Okta shares in Q1 2022, an estimated $2.44M.
  • Viridian RIA first reported a position in Okta in Q2 2019 and held it in 8 quarters.
  • Viridian RIA's Okta position peaked at $2.54M in Q4 2020.
  • 685 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.