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Industrial Alliance Investment Management’s Okta OKTA Stock Holding History

Industrial Alliance Investment 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
-9,400
Closed -$535K – 456
2022
Q3 		$535K Buy
9,400
+357
+4% +$30.7K 0.02% 285
2022
Q2 		$817K Buy
9,043
+489
+6% +$52.8K 0.02% 264
2022
Q1 		$1.29M Buy
8,554
+889
+12% +$159K 0.03% 266
2021
Q4 		$1.72M Buy
+7,665
New +$1.83M 0.04% 247

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 $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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 $3.37T AUM 44.26% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 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

Industrial Alliance Investment Management's OKTA Position: Q4 2022 in Review

Industrial Alliance Investment Management sold out of Okta (OKTA) in Q4 2022, closing a stake of 9,400 shares — an estimated $535K sold.

Industrial Alliance Investment Management first reported a position in OKTA in Q4 2021 and held it in 4 quarters. The position peaked at $1.72M in Q4 2021. 583 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Industrial Alliance Investment Management reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 9,400 Okta shares in Q4 2022, an estimated $535K.
  • Industrial Alliance Investment Management first reported a position in Okta in Q4 2021 and held it in 4 quarters.
  • Industrial Alliance Investment Management's Okta position peaked at $1.72M in Q4 2021.
  • 583 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Industrial Alliance Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.