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Waypoint Wealth Partners’s Okta OKTA Stock Holding History

Waypoint Wealth Partners’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
-1,240
Closed -$278K – 53
2021
Q4 		$278K Buy
1,240
+8
+0.6% +$1.91K 0.1% 45
2021
Q3 		$292K Hold
1,232
– – 0.11% 37
2021
Q2 		$301K Hold
1,232
– – 0.12% 33
2021
Q1 		$272K Hold
1,232
– – 0.2% 34
2020
Q4 		$313K Buy
+1,232
New +$293K 0.25% 27

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

Waypoint Wealth Partners's OKTA Position: Q1 2022 in Review

Waypoint Wealth Partners sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,240 shares — an estimated $278K sold.

Waypoint Wealth Partners first reported a position in OKTA in Q4 2020 and held it in 5 quarters. The position peaked at $313K in Q4 2020. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Waypoint Wealth Partners reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Waypoint Wealth Partners sold 1,240 Okta shares in Q1 2022, an estimated $278K.
  • Waypoint Wealth Partners first reported a position in Okta in Q4 2020 and held it in 5 quarters.
  • Waypoint Wealth Partners's Okta position peaked at $313K in Q4 2020.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Waypoint Wealth Partners's 13F filing for Q1 2022, filed 9 May 2022.