CNWM
OKTA icon

Clay Northam Wealth Management’s Okta OKTA Stock Holding History

Clay Northam Wealth 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
Q1 		– Sell
-1,090
Closed -$244K – 90
2021
Q4 		$244K Buy
+1,090
New +$260K 0.23% 76

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Clay Northam Wealth Management's OKTA Position: Q1 2022 in Review

Clay Northam Wealth Management sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,090 shares — an estimated $244K sold.

Clay Northam Wealth Management first reported a position in OKTA in Q4 2021 and held it in 1 quarter. The position peaked at $244K in Q4 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Clay Northam Wealth Management reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Clay Northam Wealth Management sold 1,090 Okta shares in Q1 2022, an estimated $244K.
  • Clay Northam Wealth Management first reported a position in Okta in Q4 2021 and held it in 1 quarter.
  • Clay Northam Wealth Management's Okta position peaked at $244K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Clay Northam Wealth Management's 13F filing for Q1 2022, filed 22 Apr 2022.