KPCM
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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
2020
Q2 		– Sell
-9
Closed -$16K – 460
2020
Q1 		$16K Hold
9
– – ﹤0.01% 397
2019
Q4 		$15K Hold
9
– – ﹤0.01% 448
2019
Q3 		$10K Buy
+9
New +$1.12K ﹤0.01% 475

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
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
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. 685 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.
  • 685 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.