DWM
OKTA icon

Dakota Wealth Management’s Okta OKTA Stock Holding History

Dakota Wealth 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 		– Sell
-1,511
Closed -$359K – 397
2021
Q3 		$359K Buy
1,511
+683
+82% +$170K 0.04% 262
2021
Q2 		$203K Buy
+828
New +$200K 0.02% 311
2021
Q1 		– Sell
-2,223
Closed -$565K – 342
2020
Q4 		$565K Buy
+2,223
New +$528K 0.07% 199

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

Dakota Wealth Management's OKTA Position: Q4 2021 in Review

Dakota Wealth Management sold out of Okta (OKTA) in Q4 2021, closing a stake of 1,511 shares — an estimated $359K sold.

Dakota Wealth Management first reported a position in OKTA in Q4 2020 and held it in 3 quarters. The position peaked at $565K in Q4 2020. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

  • Dakota Wealth Management reported no remaining Okta position as of Q4 2021 after selling out during the quarter.
  • Dakota Wealth Management sold 1,511 Okta shares in Q4 2021, an estimated $359K.
  • Dakota Wealth Management first reported a position in Okta in Q4 2020 and held it in 3 quarters.
  • Dakota Wealth Management's Okta position peaked at $565K in Q4 2020.
  • 754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on Dakota Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.