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Liontrust Investment Partners’s Okta OKTA Stock Holding History

Liontrust Investment Partners’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
-20,000
Closed -$1.63M – 198
2023
Q3 		$1.63M Sell
20,000
-48,000
-71% -$3.64M 0.03% 147
2023
Q2 		$4.72M Buy
68,000
+4,000
+6% +$304K 0.07% 137
2023
Q1 		$5.52M Buy
+64,000
New +$4.87M 0.08% 131
2022
Q3 		– Sell
-5,000
Closed -$452K – 260
2022
Q2 		$452K Sell
5,000
-53,000
-91% -$5.72M 0.01% 244
2022
Q1 		$8.76M Sell
58,000
-9,100
-14% -$1.63M 0.11% 84
2021
Q4 		$15M Hold
67,100
– – 0.18% 60
2021
Q3 		$15.9M Buy
+67,100
New +$16.7M 0.22% 55
2020
Q4 		$17.4M Buy
+68,600
New +$16.3M 0.35% 47

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
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
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

Liontrust Investment Partners's OKTA Position: Q4 2023 in Review

Liontrust Investment Partners sold out of Okta (OKTA) in Q4 2023, closing a stake of 20,000 shares — an estimated $1.63M sold.

Liontrust Investment Partners first reported a position in OKTA in Q4 2020 and held it in 8 quarters. The position peaked at $17.4M in Q4 2020. 620 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Liontrust Investment Partners reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • Liontrust Investment Partners sold 20,000 Okta shares in Q4 2023, an estimated $1.63M.
  • Liontrust Investment Partners first reported a position in Okta in Q4 2020 and held it in 8 quarters.
  • Liontrust Investment Partners's Okta position peaked at $17.4M in Q4 2020.
  • 620 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Liontrust Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.