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Bank Hapoalim BM’s Okta OKTA Stock Holding History

Bank Hapoalim BM’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
2023
Q1 		– Sell
-5,130
Closed -$351K – 166
2022
Q4 		$351K Buy
+5,130
New +$293K 0.04% 146
2021
Q2 		– Sell
-948
Closed -$209K – 243
2021
Q1 		$209K Sell
948
-120
-11% -$30.2K 0.03% 226
2020
Q4 		$272K Buy
+1,068
New +$254K 0.04% 178
2020
Q3 		– Sell
-1,638
Closed -$328K – 190
2020
Q2 		$328K Sell
1,638
-502
-23% -$85.2K 0.08% 143
2020
Q1 		$262K Buy
2,140
+20
+0.9% +$2.51K 0.08% 140
2019
Q4 		$245K Buy
+2,120
New +$244K 0.05% 153
2018
Q4 		– Sell
-11,320
Closed -$796K – 188
2018
Q3 		$796K Sell
11,320
-800
-7% -$47.6K 0.19% 88
2018
Q2 		$610K Buy
12,120
+965
+9% +$45.9K 0.17% 108
2018
Q1 		$445K Buy
+11,155
New +$372K 0.12% 123

Other funds holding OKTA

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank Hapoalim BM's OKTA Position: Q1 2023 in Review

Bank Hapoalim BM sold out of Okta (OKTA) in Q1 2023, closing a stake of 5,130 shares — an estimated $351K sold.

Bank Hapoalim BM first reported a position in OKTA in Q1 2018 and held it in 9 quarters. The position peaked at $796K in Q3 2018. 635 funds tracked by Wall St. Rank hold OKTA as of Q1 2023.

  • Bank Hapoalim BM reported no remaining Okta position as of Q1 2023 after selling out during the quarter.
  • Bank Hapoalim BM sold 5,130 Okta shares in Q1 2023, an estimated $351K.
  • Bank Hapoalim BM first reported a position in Okta in Q1 2018 and held it in 9 quarters.
  • Bank Hapoalim BM's Okta position peaked at $796K in Q3 2018.
  • 635 funds tracked by Wall St. Rank held Okta as of Q1 2023.

Based on Bank Hapoalim BM's 13F filing for Q1 2023, filed 25 Apr 2023.