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Columbia Asset Management’s Okta OKTA Stock Holding History

Columbia Asset 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
2021
Q4 		$322K Sell
1,438
-1,150
-44% -$274K 0.07% 155
2021
Q3 		$614K Buy
+2,588
New +$643K 0.13% 109

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Columbia Asset Management's OKTA Position: Q4 2021 in Review

Columbia Asset Management reduced its Okta (OKTA) stake by 44% in Q4 2021, selling an estimated $274K and leaving 1,438 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #155.

Columbia Asset Management first reported a position in OKTA in Q3 2021 and has held it in 2 quarters since. The position peaked at $614K in Q3 2021. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

  • Columbia Asset Management held 1,438 shares of Okta worth $322K as of Q4 2021.
  • Columbia Asset Management sold 1,150 Okta shares in Q4 2021, an estimated $274K.
  • Okta made up 0.07% of Columbia Asset Management's portfolio in Q4 2021, its #155 holding.
  • Columbia Asset Management first reported a position in Okta in Q3 2021 and has held it in 2 quarters since.
  • Columbia Asset Management's Okta position peaked at $614K in Q3 2021.
  • 754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on Columbia Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.