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BTC Capital Management’s Okta OKTA Stock Holding History

BTC Capital 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
Q3 		– Sell
-2,538
Closed -$232K – 253
2022
Q2 		$232K Sell
2,538
-1,004
-28% -$108K 0.03% 241
2022
Q1 		$534K Sell
3,542
-11,382
-76% -$2.04M 0.05% 173
2021
Q4 		$3.35M Buy
14,924
+213
+1% +$50.7K 0.33% 87
2021
Q3 		$3.49M Sell
14,711
-88
-0.6% -$21.8K 0.39% 86
2021
Q2 		$3.62M Sell
14,799
-2,083
-12% -$503K 0.41% 77
2021
Q1 		$3.73M Sell
16,882
-8,130
-33% -$2.04M 0.42% 80
2020
Q4 		$6.36M Buy
25,012
+491
+2% +$117K 0.76% 43
2020
Q3 		$5.24M Buy
24,521
+1,663
+7% +$347K 0.73% 51
2020
Q2 		$4.58M Buy
22,858
+689
+3% +$117K 0.7% 55
2020
Q1 		$2.71M Buy
22,169
+563
+3% +$70.6K 0.52% 68
2019
Q4 		$2.49M Buy
21,606
+2,713
+14% +$312K 0.35% 91
2019
Q3 		$1.86M Buy
18,893
+204
+1% +$25.5K 0.3% 95
2019
Q2 		$2.3M Buy
+18,689
New +$2.03M 0.37% 89

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return