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Collaborative Holdings Management’s Okta OKTA Stock Holding History

Collaborative Holdings 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
Q4 		– Sell
-5,000
Closed -$284K – 19
2022
Q3 		$284K Buy
+5,000
New +$430K 1.75% 14

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Collaborative Holdings Management's OKTA Position: Q4 2022 in Review

Collaborative Holdings Management sold out of Okta (OKTA) in Q4 2022, closing a stake of 5,000 shares — an estimated $284K sold.

Collaborative Holdings Management first reported a position in OKTA in Q3 2022 and held it in 1 quarter. The position peaked at $284K in Q3 2022. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Collaborative Holdings Management reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Collaborative Holdings Management sold 5,000 Okta shares in Q4 2022, an estimated $284K.
  • Collaborative Holdings Management first reported a position in Okta in Q3 2022 and held it in 1 quarter.
  • Collaborative Holdings Management's Okta position peaked at $284K in Q3 2022.
  • 581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Collaborative Holdings Management's 13F filing for Q4 2022, filed 14 Feb 2023.