AIM
OKTA icon

Anchor Investment Management’s Okta OKTA Stock Holding History

Anchor Investment Management’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
-200
Closed -$45 – 1038
2021
Q4 		$45 Buy
+200
New +$47.6K ﹤0.01% 1006

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Anchor Investment Management's OKTA Position: Q3 2023 in Review

Anchor Investment Management sold out of Okta (OKTA) in Q3 2023, closing a stake of 600 shares — an estimated $41.6K sold.

Anchor Investment Management first reported a position in OKTA in Q4 2021 and held it in 7 quarters. The position peaked at $135K in Q4 2021. 600 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • Anchor Investment Management reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
  • Anchor Investment Management sold 600 Okta shares in Q3 2023, an estimated $41.6K.
  • Anchor Investment Management first reported a position in Okta in Q4 2021 and held it in 7 quarters.
  • Anchor Investment Management's Okta position peaked at $135K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.