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Wedbush Securities’s Okta OKTA Stock Holding History

Wedbush Securities’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
-6,822
Closed -$1.03M – 1147
2022
Q1 		$1.03M Sell
6,822
-467
-6% -$83.7K 0.05% 334
2021
Q4 		$1.63M Sell
7,289
-252
-3% -$60K 0.07% 228
2021
Q3 		$1.79M Buy
7,541
+67
+0.9% +$16.6K 0.09% 203
2021
Q2 		$1.83M Sell
7,474
-103
-1% -$24.9K 0.09% 208
2021
Q1 		$1.67M Buy
7,577
+4,242
+127% +$1.07M 0.09% 197
2020
Q4 		$848K Buy
3,335
+99
+3% +$23.5K 0.07% 285
2020
Q3 		$692K Buy
3,236
+828
+34% +$173K 0.07% 317
2020
Q2 		$482K Buy
2,408
+200
+9% +$34K 0.05% 439
2020
Q1 		$270K Sell
2,208
-1,230
-36% -$154K 0.03% 562
2019
Q4 		$397K Sell
3,438
-297
-8% -$34.2K 0.04% 560
2019
Q3 		$368K Sell
3,735
-1,336
-26% -$167K 0.04% 556
2019
Q2 		$626K Buy
5,071
+1,047
+26% +$114K 0.06% 353
2019
Q1 		$333K Buy
+4,024
New +$319K 0.04% 554

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 $3.37T AUM 44.26% 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

Wedbush Securities's OKTA Position: Q2 2022 in Review

Wedbush Securities sold out of Okta (OKTA) in Q2 2022, closing a stake of 6,822 shares — an estimated $1.03M sold.

Wedbush Securities first reported a position in OKTA in Q1 2019 and held it in 13 quarters. The position peaked at $1.83M in Q2 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • Wedbush Securities reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • Wedbush Securities sold 6,822 Okta shares in Q2 2022, an estimated $1.03M.
  • Wedbush Securities first reported a position in Okta in Q1 2019 and held it in 13 quarters.
  • Wedbush Securities's Okta position peaked at $1.83M in Q2 2021.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on Wedbush Securities's 13F filing for Q2 2022, filed 21 Jul 2022.