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Norwood Investment Partners’s Okta OKTA Stock Holding History

Norwood 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
2022
Q4 		– Sell
-20,000
Closed -$1.14M – 13
2022
Q3 		$1.14M Buy
+20,000
New +$1.72M 1.02% 12

Other funds holding OKTA

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 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

Norwood Investment Partners's OKTA Position: Q4 2022 in Review

Norwood Investment Partners sold out of Okta (OKTA) in Q4 2022, closing a stake of 20,000 shares — an estimated $1.14M sold.

Norwood Investment Partners first reported a position in OKTA in Q3 2022 and held it in 1 quarter. The position peaked at $1.14M in Q3 2022. 583 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Norwood Investment Partners reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Norwood Investment Partners sold 20,000 Okta shares in Q4 2022, an estimated $1.14M.
  • Norwood Investment Partners first reported a position in Okta in Q3 2022 and held it in 1 quarter.
  • Norwood Investment Partners's Okta position peaked at $1.14M in Q3 2022.
  • 583 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Norwood Investment Partners's 13F filing for Q4 2022, filed 10 Feb 2023.