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Griffin Asset Management’s Okta OKTA Stock Holding History

Griffin 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
2023
Q3 		– Sell
-4,217
Closed -$292K – 207
2023
Q2 		$292K Hold
4,217
– – 0.04% 185
2023
Q1 		$364K Buy
4,217
+280
+7% +$21.3K 0.05% 173
2022
Q4 		$269K Hold
3,937
– – 0.04% 184
2022
Q3 		$224K Buy
3,937
+240
+6% +$20.6K 0.04% 188
2022
Q2 		$334K Buy
+3,697
New +$399K 0.05% 173
2019
Q3 		– Sell
-365
Closed -$45K – 396
2019
Q2 		$45K Buy
+365
New +$39.6K 0.01% 365

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 $3.38T AUM 44.17% 1-Year Est. Return

Griffin Asset Management's OKTA Position: Q3 2023 in Review

Griffin Asset Management sold out of Okta (OKTA) in Q3 2023, closing a stake of 4,217 shares — an estimated $292K sold.

Griffin Asset Management first reported a position in OKTA in Q2 2019 and held it in 6 quarters. The position peaked at $364K in Q1 2023. 600 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • Griffin Asset Management reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
  • Griffin Asset Management sold 4,217 Okta shares in Q3 2023, an estimated $292K.
  • Griffin Asset Management first reported a position in Okta in Q2 2019 and held it in 6 quarters.
  • Griffin Asset Management's Okta position peaked at $364K in Q1 2023.
  • 600 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Griffin Asset Management's 13F filing for Q3 2023, filed 19 Oct 2023.