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Pinnacle Financial Partners (Tennessee)’s Okta OKTA Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-220
Closed -$13K – 581
2022
Q3 		$13K Buy
+220
New +$18.9K ﹤0.01% 471
2021
Q1 		– Sell
-70
Closed -$15K – 454
2020
Q4 		$15K Hold
70
– – ﹤0.01% 400
2020
Q3 		$15K Hold
70
– – ﹤0.01% 394
2020
Q2 		$14K Hold
70
– – ﹤0.01% 380
2020
Q1 		$9K Hold
70
– – ﹤0.01% 394
2019
Q4 		$8K Buy
+70
New +$8.06K ﹤0.01% 431
2019
Q2 		– Sell
-70
Closed -$6K – 438
2019
Q1 		$6K Buy
+70
New +$5.54K ﹤0.01% 410

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
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 $2.9T AUM 29.55% 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

Pinnacle Financial Partners (Tennessee)'s OKTA Position: Q4 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of Okta (OKTA) in Q4 2022, closing a stake of 220 shares — an estimated $13K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in OKTA in Q1 2019 and held it in 7 quarters. The position peaked at $15K in Q4 2020. 583 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 220 Okta shares in Q4 2022, an estimated $13K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Okta in Q1 2019 and held it in 7 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Okta position peaked at $15K in Q4 2020.
  • 583 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2022, filed 3 Feb 2023.