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BBR Partners’s Okta OKTA Stock Holding History

BBR Partners’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
-3,262
Closed -$223K – 180
2022
Q4 		$223K Buy
+3,262
New +$186K 0.03% 158
2022
Q1 		– Sell
-1,196
Closed -$268K – 263
2021
Q4 		$268K Sell
1,196
-2
-0.2% -$476 0.03% 168
2021
Q3 		$284K Hold
1,198
– – 0.02% 181
2021
Q2 		$293K Buy
1,198
+85
+8% +$20.5K 0.02% 159
2021
Q1 		$245K Buy
+1,113
New +$280K 0.02% 183

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BBR Partners's OKTA Position: Q1 2023 in Review

BBR Partners sold out of Okta (OKTA) in Q1 2023, closing a stake of 3,262 shares — an estimated $223K sold.

BBR Partners first reported a position in OKTA in Q1 2021 and held it in 5 quarters. The position peaked at $293K in Q2 2021. 635 funds tracked by Wall St. Rank hold OKTA as of Q1 2023.

  • BBR Partners reported no remaining Okta position as of Q1 2023 after selling out during the quarter.
  • BBR Partners sold 3,262 Okta shares in Q1 2023, an estimated $223K.
  • BBR Partners first reported a position in Okta in Q1 2021 and held it in 5 quarters.
  • BBR Partners's Okta position peaked at $293K in Q2 2021.
  • 635 funds tracked by Wall St. Rank held Okta as of Q1 2023.

Based on BBR Partners's 13F filing for Q1 2023, filed 11 May 2023.