Cannell & Spears’s Okta OKTA Stock Holding History

Cannell & Spears’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
2021 Q4	–	Sell	-2,843	Closed	-$675K	–	244
2021 Q3	$675K	Hold	2,843	–	–	0.05%	122
2021 Q2	$696K	Buy	2,843 +510	+22%	+$123K	0.05%	124
2021 Q1	$514K	Buy	+2,333	New	+$586K	0.04%	139

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Cannell & Spears's OKTA Position: Q4 2021 in Review

Cannell & Spears sold out of Okta (OKTA) in Q4 2021, closing a stake of 2,843 shares — an estimated $675K sold.

Cannell & Spears first reported a position in OKTA in Q1 2021 and held it in 3 quarters. The position peaked at $696K in Q2 2021. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

Cannell & Spears reported no remaining Okta position as of Q4 2021 after selling out during the quarter.
Cannell & Spears sold 2,843 Okta shares in Q4 2021, an estimated $675K.
Cannell & Spears first reported a position in Okta in Q1 2021 and held it in 3 quarters.
Cannell & Spears's Okta position peaked at $696K in Q2 2021.
754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on Cannell & Spears's 13F filing for Q4 2021, filed 14 Feb 2022.