Ingalls & Snyder LLC’s Okta OKTA Stock Holding History

Ingalls & Snyder LLC’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 Q4	–	Sell	-200	Closed	-$16K	–	460
2023 Q3	$16K	Hold	200	–	–	﹤0.01%	432
2023 Q2	$14K	Buy	+200	New	+$15.2K	﹤0.01%	432

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ingalls & Snyder LLC's OKTA Position: Q4 2023 in Review

Ingalls & Snyder LLC sold out of Okta (OKTA) in Q4 2023, closing a stake of 11,037 shares — an estimated $900K sold.

Ingalls & Snyder LLC first reported a position in OKTA in Q2 2023 and held it in 2 quarters. The position peaked at $900K in Q3 2023. 620 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

Ingalls & Snyder LLC reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
Ingalls & Snyder LLC sold 11,037 Okta shares in Q4 2023, an estimated $900K.
Ingalls & Snyder LLC first reported a position in Okta in Q2 2023 and held it in 2 quarters.
Ingalls & Snyder LLC's Okta position peaked at $900K in Q3 2023.
620 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Ingalls & Snyder LLC's 13F filing for Q4 2023, filed 29 Jan 2024.