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Boston Family Office’s Okta OKTA Stock Holding History

Boston Family Office’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 		– Sell
-5,918
Closed -$535K – 267
2022
Q2 		$535K Buy
5,918
+4,100
+226% +$443K 0.04% 192
2022
Q1 		$274K Buy
1,818
+294
+19% +$52.7K 0.02% 254
2021
Q4 		$342K Buy
1,524
+369
+32% +$87.9K 0.02% 238
2021
Q3 		$274K Buy
+1,155
New +$287K 0.02% 250

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 $3.38T AUM 44.17% 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

Boston Family Office's OKTA Position: Q3 2022 in Review

Boston Family Office sold out of Okta (OKTA) in Q3 2022, closing a stake of 5,918 shares — an estimated $535K sold.

Boston Family Office first reported a position in OKTA in Q3 2021 and held it in 4 quarters. The position peaked at $535K in Q2 2022. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

  • Boston Family Office reported no remaining Okta position as of Q3 2022 after selling out during the quarter.
  • Boston Family Office sold 5,918 Okta shares in Q3 2022, an estimated $535K.
  • Boston Family Office first reported a position in Okta in Q3 2021 and held it in 4 quarters.
  • Boston Family Office's Okta position peaked at $535K in Q2 2022.
  • 570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Boston Family Office's 13F filing for Q3 2022, filed 8 Nov 2022.