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Partners Capital Investment Group’s Okta OKTA Stock Holding History

Partners Capital Investment Group’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
Q3 		– Sell
-19,863
Closed -$1.8M – 142
2022
Q2 		$1.8M Hold
19,863
– – 0.12% 87
2022
Q1 		$3M Buy
19,863
+1,430
+8% +$256K 0.15% 85
2021
Q4 		$4.13M Buy
18,433
+3,854
+26% +$918K 0.19% 87
2021
Q3 		$3.46M Buy
14,579
+2,592
+22% +$644K 0.16% 79
2021
Q2 		$2.93M Buy
11,987
+1,314
+12% +$317K 0.13% 92
2021
Q1 		$2.35M Buy
10,673
+2,826
+36% +$710K 0.1% 106
2020
Q4 		$2M Buy
+7,847
New +$1.87M 0.11% 95

Other funds holding OKTA

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
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 $2.9T AUM 29.55% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

Partners Capital Investment Group's OKTA Position: Q3 2022 in Review

Partners Capital Investment Group sold out of Okta (OKTA) in Q3 2022, closing a stake of 19,863 shares — an estimated $1.8M sold.

Partners Capital Investment Group first reported a position in OKTA in Q4 2020 and held it in 7 quarters. The position peaked at $4.13M in Q4 2021. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

  • Partners Capital Investment Group reported no remaining Okta position as of Q3 2022 after selling out during the quarter.
  • Partners Capital Investment Group sold 19,863 Okta shares in Q3 2022, an estimated $1.8M.
  • Partners Capital Investment Group first reported a position in Okta in Q4 2020 and held it in 7 quarters.
  • Partners Capital Investment Group's Okta position peaked at $4.13M in Q4 2021.
  • 570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Partners Capital Investment Group's 13F filing for Q3 2022, filed 14 Nov 2022.