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Carmel Capital Partners’s Okta OKTA Stock Holding History

Carmel Capital 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
Q4 		– Sell
-100
Closed -$8.15K – 517
2023
Q3 		$8.15K Hold
100
– – ﹤0.01% 493
2023
Q2 		$6.93K Hold
100
– – ﹤0.01% 302
2023
Q1 		$8.62K Buy
+100
New +$7.61K 0.01% 334

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Carmel Capital Partners's OKTA Position: Q4 2023 in Review

Carmel Capital Partners sold out of Okta (OKTA) in Q4 2023, closing a stake of 100 shares — an estimated $8.15K sold.

Carmel Capital Partners first reported a position in OKTA in Q1 2023 and held it in 3 quarters. The position peaked at $8.62K in Q1 2023. 621 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Carmel Capital Partners reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 100 Okta shares in Q4 2023, an estimated $8.15K.
  • Carmel Capital Partners first reported a position in Okta in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Okta position peaked at $8.62K in Q1 2023.
  • 621 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.