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Contravisory Investment Management’s Okta OKTA Stock Holding History

Contravisory Investment 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
2023
Q3 		– Sell
-75
Closed -$5.2K – 370
2023
Q2 		$5.2K Hold
75
– – ﹤0.01% 278
2023
Q1 		$6.47K Buy
+75
New +$5.71K ﹤0.01% 299

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

Contravisory Investment Management's OKTA Position: Q3 2023 in Review

Contravisory Investment Management sold out of Okta (OKTA) in Q3 2023, closing a stake of 75 shares — an estimated $5.2K sold.

Contravisory Investment Management first reported a position in OKTA in Q1 2023 and held it in 2 quarters. The position peaked at $6.47K in Q1 2023. 599 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • Contravisory Investment Management reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 75 Okta shares in Q3 2023, an estimated $5.2K.
  • Contravisory Investment Management first reported a position in Okta in Q1 2023 and held it in 2 quarters.
  • Contravisory Investment Management's Okta position peaked at $6.47K in Q1 2023.
  • 599 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Contravisory Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.