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Okta Inc cl a shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Okta Inc cl a (OKTA) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Okta Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Okta Inc cl a held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Okta Inc cl a by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $3.0k 38 78.95
2022-03-31 $6.0k 38 157.89
2021-12-31 $9.0k 38 236.84
2021-09-30 $9.0k 38 236.84
2021-06-30 $9.0k 38 236.84

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding Okta Inc cl a

Vanguard Group
HPM Partners
Whale Rock Capital Management
Marshall Wace
Jpmorgan Chase & Co
Citadel Advisors
Arrowpoint Asset Management
Norges Bank Investment Management
Squarepoint Ops
Legal & General Group
Soros Fund Management
Barclays
Wells Fargo & Company
Deer Management
Arrowstreet Capital, Limited Partnership

View all funds holding Okta Inc cl a