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Pittenger & Anderson Inc’s Okta OKTA Stock Holding History

Pittenger & Anderson Inc’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
2023
Q3 		– Sell
-50
Closed -$3.47K – 454
2023
Q2 		$3.47K Buy
+50
New +$3.8K ﹤0.01% 412
2022
Q1 		– Sell
-89
Closed -$20K – 475
2021
Q4 		$20K Sell
89
-1
-1% -$238 ﹤0.01% 311
2021
Q3 		$21K Buy
90
+3
+3% +$745 ﹤0.01% 321
2021
Q2 		$21K Buy
87
+29
+50% +$7K ﹤0.01% 295
2021
Q1 		$13K Buy
58
+2
+4% +$503 ﹤0.01% 314
2020
Q4 		$14K Buy
56
+40
+250% +$9.51K ﹤0.01% 304
2020
Q3 		$3K Buy
16
+3
+23% +$625 ﹤0.01% 336
2020
Q2 		$3K Buy
13
+1
+8% +$170 ﹤0.01% 333
2020
Q1 		$1K Buy
+12
New +$1.51K ﹤0.01% 348

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

Pittenger & Anderson Inc's OKTA Position: Q3 2023 in Review

Pittenger & Anderson Inc sold out of Okta (OKTA) in Q3 2023, closing a stake of 50 shares — an estimated $3.47K sold.

Pittenger & Anderson Inc first reported a position in OKTA in Q1 2020 and held it in 9 quarters. The position peaked at $21K in Q3 2021. 599 funds tracked by Wall St. Rank hold OKTA as of Q3 2023.

  • Pittenger & Anderson Inc reported no remaining Okta position as of Q3 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 50 Okta shares in Q3 2023, an estimated $3.47K.
  • Pittenger & Anderson Inc first reported a position in Okta in Q1 2020 and held it in 9 quarters.
  • Pittenger & Anderson Inc's Okta position peaked at $21K in Q3 2021.
  • 599 funds tracked by Wall St. Rank held Okta as of Q3 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2023, filed 2 Nov 2023.