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Richelieu Gestion’s Okta OKTA Stock Holding History

Richelieu Gestion’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
Q4 		– Sell
-892
Closed -$73K – 84
2023
Q3 		$73K Hold
892
– – 0.07% 63
2023
Q2 		$62K Hold
892
– – 0.05% 65
2023
Q1 		$77K Hold
892
– – 0.07% 62
2022
Q4 		$61K Hold
892
– – 0.06% 63
2022
Q3 		$51K Buy
892
+625
+234% +$53.8K 0.06% 62
2022
Q2 		$24K Sell
267
-70
-21% -$7.56K 0.03% 71
2022
Q1 		$51K Buy
+337
New +$60.4K 0.04% 68

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Richelieu Gestion's OKTA Position: Q4 2023 in Review

Richelieu Gestion sold out of Okta (OKTA) in Q4 2023, closing a stake of 892 shares — an estimated $73K sold.

Richelieu Gestion first reported a position in OKTA in Q1 2022 and held it in 7 quarters. The position peaked at $77K in Q1 2023. 620 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Richelieu Gestion reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • Richelieu Gestion sold 892 Okta shares in Q4 2023, an estimated $73K.
  • Richelieu Gestion first reported a position in Okta in Q1 2022 and held it in 7 quarters.
  • Richelieu Gestion's Okta position peaked at $77K in Q1 2023.
  • 620 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Richelieu Gestion's 13F filing for Q4 2023, filed 16 Jan 2024.