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Knuff & Co’s Okta OKTA Stock Holding History

Knuff & Co’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
Q2 		– Sell
-2,000
Closed -$137K – 130
2023
Q1 		$137K Hold
2,000
– – 0.05% 95
2022
Q4 		$137K Hold
2,000
– – 0.06% 86
2022
Q3 		$114K Hold
2,000
– – 0.05% 86
2022
Q2 		$181K Sell
2,000
-12,003
-86% -$1.3M 0.08% 81
2022
Q1 		$2.11M Sell
14,003
-2,199
-14% -$394K 0.77% 37
2021
Q4 		$3.63M Buy
16,202
+43
+0.3% +$10.2K 1.13% 29
2021
Q3 		$3.83M Hold
16,159
– – 1.43% 25
2021
Q2 		$3.95M Sell
16,159
-15
-0.1% -$3.62K 1.47% 24
2021
Q1 		$3.56M Sell
16,174
-30
-0.2% -$7.54K 1.53% 25
2020
Q4 		$4.12M Buy
16,204
+343
+2% +$81.5K 1.7% 20
2020
Q3 		$3.39M Buy
15,861
+1,286
+9% +$268K 1.6% 21
2020
Q2 		$2.92M Buy
14,575
+103
+0.7% +$17.5K 1.6% 20
2020
Q1 		$1.77M Sell
14,472
-2,653
-15% -$333K 1.28% 23
2019
Q4 		$1.98M Buy
17,125
+5
+0% +$576 1.18% 24
2019
Q3 		$1.69M Buy
17,120
+2,975
+21% +$372K 1.16% 25
2019
Q2 		$1.75M Buy
14,145
+550
+4% +$59.7K 1.24% 25
2019
Q1 		$1.13M Buy
+13,595
New +$1.08M 0.86% 27

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Knuff & Co's OKTA Position: Q2 2023 in Review

Knuff & Co sold out of Okta (OKTA) in Q2 2023, closing a stake of 2,000 shares — an estimated $137K sold.

Knuff & Co first reported a position in OKTA in Q1 2019 and held it in 17 quarters. The position peaked at $4.12M in Q4 2020. 616 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • Knuff & Co reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • Knuff & Co sold 2,000 Okta shares in Q2 2023, an estimated $137K.
  • Knuff & Co first reported a position in Okta in Q1 2019 and held it in 17 quarters.
  • Knuff & Co's Okta position peaked at $4.12M in Q4 2020.
  • 616 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Knuff & Co's 13F filing for Q2 2023, filed 8 Aug 2023.