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Pinnacle Associates’s Okta OKTA Stock Holding History

Pinnacle Associates’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
Q1 		– Sell
-1,200
Closed -$269K – 807
2021
Q4 		$269K Sell
1,200
-2
-0.2% -$476 ﹤0.01% 689
2021
Q3 		$285K Buy
1,202
+202
+20% +$50.2K 0.01% 658
2021
Q2 		$245K Sell
1,000
-76
-7% -$18.3K ﹤0.01% 691
2021
Q1 		$237K Hold
1,076
– – ﹤0.01% 672
2020
Q4 		$274K Hold
1,076
– – 0.01% 610
2020
Q3 		$230K Hold
1,076
– – 0.01% 611
2020
Q2 		$215K Buy
+1,076
New +$183K 0.01% 626

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Pinnacle Associates's OKTA Position: Q1 2022 in Review

Pinnacle Associates sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,200 shares — an estimated $269K sold.

Pinnacle Associates first reported a position in OKTA in Q2 2020 and held it in 7 quarters. The position peaked at $285K in Q3 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Pinnacle Associates reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Associates sold 1,200 Okta shares in Q1 2022, an estimated $269K.
  • Pinnacle Associates first reported a position in Okta in Q2 2020 and held it in 7 quarters.
  • Pinnacle Associates's Okta position peaked at $285K in Q3 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Pinnacle Associates's 13F filing for Q1 2022, filed 5 May 2022.