DI
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Disciplined Investments’s Okta OKTA Stock Holding History

Disciplined Investments’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
-10
Closed -$694 – 1101
2023
Q2 		$694 Buy
10
+4
+67% +$304 ﹤0.01% 1108
2023
Q1 		$517 Hold
6
– – ﹤0.01% 1215
2022
Q4 		$410 Buy
6
+4
+200% +$228 ﹤0.01% 1252
2022
Q3 		$0 Sell
2
-4
-67% -$344 ﹤0.01% 1498
2022
Q2 		$1K Buy
6
+1
+20% +$108 ﹤0.01% 1044
2022
Q1 		$1K Buy
+5
New +$896 ﹤0.01% 1107

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Disciplined Investments's OKTA Position: Q3 2023 in Review

Disciplined Investments sold out of Okta (OKTA) in Q3 2023, closing a stake of 10 shares — an estimated $694 sold.

Disciplined Investments first reported a position in OKTA in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 600 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • Disciplined Investments reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Okta shares in Q3 2023, an estimated $694.
  • Disciplined Investments first reported a position in Okta in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Okta position peaked at $1K in Q2 2022.
  • 600 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.