Kings Point Capital Management’s Okta OKTA Stock Holding History

Kings Point Capital 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 Q1	$559K	Hold	3,703	–	–	0.05%	128
2021 Q4	$830K	Buy	3,703 +203	+6%	+$48.4K	0.07%	118
2021 Q3	$831K	Sell	3,500 -11	-0.3%	-$2.73K	0.07%	112
2021 Q2	$859K	Buy	3,511 +11	+0.3%	+$2.65K	0.08%	116
2021 Q1	$772K	Buy	3,500 +3	+0.1%	+$754	0.08%	115
2020 Q4	$889K	Hold	3,497	–	–	0.09%	108
2020 Q3	$748K	Buy	3,497 +900	+35%	+$188K	0.09%	112
2020 Q2	$520K	Hold	2,597	–	–	0.08%	117
2020 Q1	$318K	Sell	2,597 -133	-5%	-$16.7K	0.06%	127
2019 Q4	$315K	Buy	2,730 +500	+22%	+$57.6K	0.05%	151
2019 Q3	$220K	Buy	+2,230	New	+$279K	0.04%	163

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Kings Point Capital Management's OKTA Position: Q1 2022 in Review

Kings Point Capital Management held its Okta (OKTA) position steady in Q1 2022 at 3,703 shares worth $559K. The position accounts for 0.05% of the portfolio, ranked #128.

Kings Point Capital Management first reported a position in OKTA in Q3 2019 and has held it in 11 quarters since. The position peaked at $889K in Q4 2020. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

Kings Point Capital Management held 3,703 shares of Okta worth $559K as of Q1 2022.
Kings Point Capital Management left its Okta share count unchanged in Q1 2022.
Okta made up 0.05% of Kings Point Capital Management's portfolio in Q1 2022, its #128 holding.
Kings Point Capital Management first reported a position in Okta in Q3 2019 and has held it in 11 quarters since.
Kings Point Capital Management's Okta position peaked at $889K in Q4 2020.
684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.