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Phoenix Financial’s Okta OKTA Stock Holding History

Phoenix Financial’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
-8,081
Closed -$750K – 359
2022
Q2 		$750K Buy
8,081
+6,723
+495% +$726K 0.02% 255
2022
Q1 		$205K Buy
+1,358
New +$243K ﹤0.01% 383
2021
Q1 		– Sell
-1,442
Closed -$374K – 453
2020
Q4 		$374K Buy
1,442
+70
+5% +$16.6K 0.01% 273
2020
Q3 		$276K Buy
1,372
+33
+2% +$6.88K 0.01% 268
2020
Q2 		$252K Buy
+1,339
New +$227K 0.01% 275

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

Phoenix Financial's OKTA Position: Q3 2022 in Review

Phoenix Financial sold out of Okta (OKTA) in Q3 2022, closing a stake of 8,081 shares — an estimated $750K sold.

Phoenix Financial first reported a position in OKTA in Q2 2020 and held it in 5 quarters. The position peaked at $750K in Q2 2022. 570 funds tracked by Wall St. Rank hold OKTA as of Q3 2022.

  • Phoenix Financial reported no remaining Okta position as of Q3 2022 after selling out during the quarter.
  • Phoenix Financial sold 8,081 Okta shares in Q3 2022, an estimated $750K.
  • Phoenix Financial first reported a position in Okta in Q2 2020 and held it in 5 quarters.
  • Phoenix Financial's Okta position peaked at $750K in Q2 2022.
  • 570 funds tracked by Wall St. Rank held Okta as of Q3 2022.

Based on Phoenix Financial's 13F filing for Q3 2022, filed 10 Nov 2022.