Corient Capital Partners’s Okta OKTA Stock Holding History

Corient Capital Partners’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 Q3	$220K	Buy	2,430 +40	+2%	+$3.44K	0.02%	582
2022 Q2	$216K	Buy	2,390 +512	+27%	+$55.3K	0.02%	604
2022 Q1	$284K	Buy	1,878 +121	+7%	+$21.7K	0.02%	562
2021 Q4	$394K	Sell	1,757 -159	-8%	-$37.9K	0.03%	431
2021 Q3	$455K	Buy	1,916 +319	+20%	+$79.2K	0.03%	379
2021 Q2	$391K	Buy	1,597 +70	+5%	+$16.9K	0.03%	421
2021 Q1	$337K	Buy	1,527 +93	+6%	+$23.4K	0.03%	417
2020 Q4	$364K	Buy	1,434 +88	+7%	+$20.9K	0.04%	337
2020 Q3	$288K	Sell	1,346 -33	-2%	-$6.88K	0.03%	352
2020 Q2	$276K	Buy	+1,379	New	+$234K	0.03%	355

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Capital Partners's OKTA Position: Q3 2022 in Review

Corient Capital Partners increased its Okta (OKTA) stake by 1.7% in Q3 2022, buying an estimated $3.44K and bringing the position to 2,430 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #582.

Corient Capital Partners first reported a position in OKTA in Q2 2020 and has held it in 10 quarters since. The position peaked at $455K in Q3 2021. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

Corient Capital Partners held 2,430 shares of Okta worth $220K as of Q3 2022.
Corient Capital Partners bought 40 Okta shares in Q3 2022, an estimated $3.44K.
Okta made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #582 holding.
Corient Capital Partners first reported a position in Okta in Q2 2020 and has held it in 10 quarters since.
Corient Capital Partners's Okta position peaked at $455K in Q3 2021.
570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.