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Bartlett & Co’s Okta OKTA Stock Holding History

Bartlett & Co’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
Q3 		– Sell
-25
Closed -$2K – 1167
2023
Q2 		$2K Hold
25
– – ﹤0.01% 1067
2023
Q1 		$2K Hold
25
– – ﹤0.01% 978
2022
Q4 		$2K Hold
25
– – ﹤0.01% 1013
2022
Q3 		$1K Hold
25
– – ﹤0.01% 1118
2022
Q2 		$2K Buy
+25
New +$2.7K ﹤0.01% 1179
2021
Q3 		– Sell
-2
Closed – – 1026
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1058
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1135
2020
Q4 		$1K Buy
+2
New +$475 ﹤0.01% 1038

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 $5.72T AUM 30.48% 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 $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bartlett & Co's OKTA Position: Q3 2023 in Review

Bartlett & Co sold out of Okta (OKTA) in Q3 2023, closing a stake of 25 shares — an estimated $2K sold.

Bartlett & Co first reported a position in OKTA in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q2 2023. 599 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • Bartlett & Co reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
  • Bartlett & Co sold 25 Okta shares in Q3 2023, an estimated $2K.
  • Bartlett & Co first reported a position in Okta in Q4 2020 and held it in 8 quarters.
  • Bartlett & Co's Okta position peaked at $2K in Q2 2023.
  • 599 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Bartlett & Co's 13F filing for Q3 2023, filed 10 Oct 2023.