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Harvest Volatility Management’s Okta OKTA Stock Holding History

Harvest Volatility 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
-7,872
Closed -$447K – 141
2022
Q3 		$447K Sell
7,872
-193
-2% -$16.6K 0.08% 123
2022
Q2 		$729K Sell
8,065
-990
-11% -$107K 0.12% 119
2022
Q1 		$1.37M Buy
9,055
+9,046
+100,511% +$1.62M 0.15% 103
2021
Q4 		$2.02K Sell
9
-6,585
-100% -$1.57M ﹤0.01% 104
2021
Q3 		$1.56M Buy
6,594
+3,017
+84% +$749K 0.07% 87
2021
Q2 		$875K Buy
3,577
+949
+36% +$229K 0.07% 96
2021
Q1 		$579K Buy
2,628
+1,023
+64% +$257K 0.05% 106
2020
Q4 		$408K Buy
+1,605
New +$381K 0.05% 102

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 $3.37T AUM 44.26% 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

Harvest Volatility Management's OKTA Position: Q4 2022 in Review

Harvest Volatility Management sold out of Okta (OKTA) in Q4 2022, closing a stake of 7,872 shares — an estimated $447K sold.

Harvest Volatility Management first reported a position in OKTA in Q4 2020 and held it in 8 quarters. The position peaked at $1.56M in Q3 2021. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Harvest Volatility Management reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Harvest Volatility Management sold 7,872 Okta shares in Q4 2022, an estimated $447K.
  • Harvest Volatility Management first reported a position in Okta in Q4 2020 and held it in 8 quarters.
  • Harvest Volatility Management's Okta position peaked at $1.56M in Q3 2021.
  • 581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Harvest Volatility Management's 13F filing for Q4 2022, filed 9 Feb 2023.