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Planning Capital Management Corporation’s Okta OKTA Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$48.8K Buy
+657
New +$57.4K 0.03% 184
2024
Q2 		– Sell
-200
Closed -$20.9K – 746
2024
Q1 		$20.9K Buy
+200
New +$18.4K 0.02% 282

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Planning Capital Management Corporation's OKTA Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Okta (OKTA) in Q3 2024: 657 shares worth $48.8K. The stake represents 0.03% of the portfolio and ranks #184 among its holdings. This is a return to the name: Planning Capital Management Corporation previously reported a position in OKTA as recently as Q1 2024.

Planning Capital Management Corporation first reported a position in OKTA in Q1 2024 and has held it in 2 quarters since. 628 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Planning Capital Management Corporation held 657 shares of Okta worth $48.8K as of Q3 2024.
  • Okta was a new Planning Capital Management Corporation position in Q3 2024.
  • Okta made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #184 holding.
  • Planning Capital Management Corporation first reported a position in Okta in Q1 2024 and has held it in 2 quarters since.
  • 628 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.