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Ranch Capital Advisors’s Okta OKTA Stock Holding History

Ranch Capital Advisors’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
-498
Closed -$118K – 428
2021
Q3 		$118K Buy
498
+443
+805% +$110K 0.07% 190
2021
Q2 		$13K Hold
55
– – 0.01% 594
2021
Q1 		$12K Hold
55
– – 0.01% 592
2020
Q4 		$13K Buy
+55
New +$13.1K 0.01% 580
2020
Q2 		– Sell
-100
Closed -$12K – 961
2020
Q1 		$12K Buy
+100
New +$12.5K 0.01% 553

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Ranch Capital Advisors's OKTA Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Okta (OKTA) in Q4 2021, closing a stake of 498 shares — an estimated $118K sold.

Ranch Capital Advisors first reported a position in OKTA in Q1 2020 and held it in 5 quarters. The position peaked at $118K in Q3 2021. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Okta position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 498 Okta shares in Q4 2021, an estimated $118K.
  • Ranch Capital Advisors first reported a position in Okta in Q1 2020 and held it in 5 quarters.
  • Ranch Capital Advisors's Okta position peaked at $118K in Q3 2021.
  • 754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.