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Performa Ltd (US)’s Okta OKTA Stock Holding History

Performa Ltd (US)’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
-90
Closed -$5K – 77
2022
Q3 		$5K Buy
+90
New +$7.74K ﹤0.01% 49

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $812M AUM 2.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Performa Ltd (US)'s OKTA Position: Q4 2022 in Review

Performa Ltd (US) sold out of Okta (OKTA) in Q4 2022, closing a stake of 90 shares — an estimated $5K sold.

Performa Ltd (US) first reported a position in OKTA in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Performa Ltd (US) reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Performa Ltd (US) sold 90 Okta shares in Q4 2022, an estimated $5K.
  • Performa Ltd (US) first reported a position in Okta in Q3 2022 and held it in 1 quarter.
  • Performa Ltd (US)'s Okta position peaked at $5K in Q3 2022.
  • 581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Performa Ltd (US)'s 13F filing for Q4 2022, filed 3 Feb 2023.