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American Research & Management Company’s Okta OKTA Stock Holding History

American Research & Management Company’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
Q3 		$124K Sell
2,186
-23,264
-91% -$2M 0.03% 145
2022
Q2 		$2.3M Buy
25,450
+5,729
+29% +$619K 0.59% 51
2022
Q1 		$2.98M Buy
19,721
+6,022
+44% +$1.08M 0.66% 47
2021
Q4 		$3.07M Buy
13,699
+561
+4% +$134K 0.66% 46
2021
Q3 		$3.12M Buy
+13,138
New +$3.26M 0.72% 42

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Research & Management Company's OKTA Position: Q3 2022 in Review

American Research & Management Company reduced its Okta (OKTA) stake by 91% in Q3 2022, selling an estimated $2M and leaving 2,186 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #145.

American Research & Management Company first reported a position in OKTA in Q3 2021 and has held it in 5 quarters since. The position peaked at $3.12M in Q3 2021. 571 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

  • American Research & Management Company held 2,186 shares of Okta worth $124K as of Q3 2022.
  • American Research & Management Company sold 23,264 Okta shares in Q3 2022, an estimated $2M.
  • Okta made up 0.03% of American Research & Management Company's portfolio in Q3 2022, its #145 holding.
  • American Research & Management Company first reported a position in Okta in Q3 2021 and has held it in 5 quarters since.
  • American Research & Management Company's Okta position peaked at $3.12M in Q3 2021.
  • 571 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.