JIC
OKTA icon

Johnson Investment Counsel’s Okta OKTA Stock Holding History

Johnson Investment Counsel’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
2021
Q4 		– Sell
-888
Closed -$211K – 678
2021
Q3 		$211K Sell
888
-20
-2% -$4.97K ﹤0.01% 612
2021
Q2 		$222K Buy
+908
New +$219K ﹤0.01% 590

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Johnson Investment Counsel's OKTA Position: Q4 2021 in Review

Johnson Investment Counsel sold out of Okta (OKTA) in Q4 2021, closing a stake of 888 shares — an estimated $211K sold.

Johnson Investment Counsel first reported a position in OKTA in Q2 2021 and held it in 2 quarters. The position peaked at $222K in Q2 2021. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

  • Johnson Investment Counsel reported no remaining Okta position as of Q4 2021 after selling out during the quarter.
  • Johnson Investment Counsel sold 888 Okta shares in Q4 2021, an estimated $211K.
  • Johnson Investment Counsel first reported a position in Okta in Q2 2021 and held it in 2 quarters.
  • Johnson Investment Counsel's Okta position peaked at $222K in Q2 2021.
  • 754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on Johnson Investment Counsel's 13F filing for Q4 2021, filed 15 Feb 2022.