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Freemont Management’s Okta OKTA Stock Holding History

Freemont 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
Q4 		– Sell
-2,244
Closed -$128K – 122
2022
Q3 		$128K Buy
2,244
+833
+59% +$71.7K 0.02% 120
2022
Q2 		$128K Hold
1,411
– – 0.02% 120
2022
Q1 		$213K Hold
1,411
– – 0.03% 117
2021
Q4 		$316K Buy
1,411
+469
+50% +$112K 0.08% 52
2021
Q3 		$224K Buy
+942
New +$234K 0.03% 95

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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 $3.38T AUM 44.17% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Freemont Management's OKTA Position: Q4 2022 in Review

Freemont Management sold out of Okta (OKTA) in Q4 2022, closing a stake of 2,244 shares — an estimated $128K sold.

Freemont Management first reported a position in OKTA in Q3 2021 and held it in 5 quarters. The position peaked at $316K in Q4 2021. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Freemont Management reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Freemont Management sold 2,244 Okta shares in Q4 2022, an estimated $128K.
  • Freemont Management first reported a position in Okta in Q3 2021 and held it in 5 quarters.
  • Freemont Management's Okta position peaked at $316K in Q4 2021.
  • 581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Freemont Management's 13F filing for Q4 2022, filed 10 Feb 2023.