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Charter Oak Capital Management’s Okta OKTA Stock Holding History

Charter Oak 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
Closed – – 641
2022
Q2 		$0 Hold
2
– – ﹤0.01% 978
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1011
2021
Q4 		$0 Hold
2
– – ﹤0.01% 901
2021
Q3 		$0 Hold
2
– – ﹤0.01% 858
2021
Q2 		$0 Hold
2
– – ﹤0.01% 852
2021
Q1 		$0 Buy
+2
New +$503 ﹤0.01% 824

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Charter Oak Capital Management's OKTA Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Okta (OKTA) in Q3 2022, closing a stake of 2 shares.

Charter Oak Capital Management first reported a position in OKTA in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2022. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Okta position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 2 Okta shares in Q3 2022.
  • Charter Oak Capital Management first reported a position in Okta in Q1 2021 and held it in 6 quarters.
  • Charter Oak Capital Management's Okta position peaked at $0 in Q2 2022.
  • 570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.