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Proficio Capital Partners’s Okta OKTA Stock Holding History

Proficio Capital Partners’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
2021
Q4 		– Sell
-855
Closed -$203K – 315
2021
Q3 		$203K Sell
855
-19
-2% -$4.72K 0.03% 294
2021
Q2 		$214K Buy
+874
New +$211K 0.03% 283
2019
Q3 		– Sell
-535
Closed -$66K – 1086
2019
Q2 		$66K Buy
535
+50
+10% +$5.43K 0.02% 295
2019
Q1 		$40K Buy
+485
New +$38.4K 0.01% 416

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Proficio Capital Partners's OKTA Position: Q4 2021 in Review

Proficio Capital Partners sold out of Okta (OKTA) in Q4 2021, closing a stake of 855 shares — an estimated $203K sold.

Proficio Capital Partners first reported a position in OKTA in Q1 2019 and held it in 4 quarters. The position peaked at $214K in Q2 2021. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

  • Proficio Capital Partners reported no remaining Okta position as of Q4 2021 after selling out during the quarter.
  • Proficio Capital Partners sold 855 Okta shares in Q4 2021, an estimated $203K.
  • Proficio Capital Partners first reported a position in Okta in Q1 2019 and held it in 4 quarters.
  • Proficio Capital Partners's Okta position peaked at $214K in Q2 2021.
  • 754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on Proficio Capital Partners's 13F filing for Q4 2021, filed 11 Feb 2022.