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Diamant Asset Management’s Okta OKTA Stock Holding History

Diamant 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
2022
Q3 		– Sell
-2,350
Closed -$212K – 62
2022
Q2 		$212K Hold
2,350
– – 0.19% 65
2022
Q1 		$355K Hold
2,350
– – 0.27% 59
2021
Q4 		$527K Buy
2,350
+60
+3% +$14.3K 0.39% 48
2021
Q3 		$544K Buy
+2,290
New +$569K 0.45% 44
2021
Q1 		$505K Hold
2,290
– – 0.44% 46
2020
Q4 		$582K Hold
2,290
– – 0.52% 41
2020
Q3 		$490K Hold
2,290
– – 0.47% 42
2020
Q2 		$459K Hold
2,290
– – 0.48% 44
2020
Q1 		$280K Hold
2,290
– – 0.36% 52
2019
Q4 		$264K Buy
+2,290
New +$264K 0.25% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diamant Asset Management's OKTA Position: Q3 2022 in Review

Diamant Asset Management sold out of Okta (OKTA) in Q3 2022, closing a stake of 2,350 shares — an estimated $212K sold.

Diamant Asset Management first reported a position in OKTA in Q4 2019 and held it in 10 quarters. The position peaked at $582K in Q4 2020. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

  • Diamant Asset Management reported no remaining Okta position as of Q3 2022 after selling out during the quarter.
  • Diamant Asset Management sold 2,350 Okta shares in Q3 2022, an estimated $212K.
  • Diamant Asset Management first reported a position in Okta in Q4 2019 and held it in 10 quarters.
  • Diamant Asset Management's Okta position peaked at $582K in Q4 2020.
  • 570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Diamant Asset Management's 13F filing for Q3 2022, filed 21 Oct 2022.