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Compagnie Lombard Odier SCmA’s Okta OKTA Stock Holding History

Compagnie Lombard Odier SCmA’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
Q3 		– Sell
-400
Closed -$27.7K – 614
2023
Q2 		$27.7K Buy
400
+202
+102% +$15.3K ﹤0.01% 467
2023
Q1 		$17.1K Hold
198
– – ﹤0.01% 527
2022
Q4 		$14K Buy
+198
New +$11.3K ﹤0.01% 586
2021
Q1 		– Sell
-45
Closed -$11K – 674
2020
Q4 		$11K Buy
+45
New +$10.7K ﹤0.01% 527

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

Compagnie Lombard Odier SCmA's OKTA Position: Q3 2023 in Review

Compagnie Lombard Odier SCmA sold out of Okta (OKTA) in Q3 2023, closing a stake of 400 shares — an estimated $27.7K sold.

Compagnie Lombard Odier SCmA first reported a position in OKTA in Q4 2020 and held it in 4 quarters. The position peaked at $27.7K in Q2 2023. 599 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • Compagnie Lombard Odier SCmA reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 400 Okta shares in Q3 2023, an estimated $27.7K.
  • Compagnie Lombard Odier SCmA first reported a position in Okta in Q4 2020 and held it in 4 quarters.
  • Compagnie Lombard Odier SCmA's Okta position peaked at $27.7K in Q2 2023.
  • 599 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q3 2023, filed 23 Oct 2023.