UCMOK
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United Capital Management of KS’s Okta OKTA Stock Holding History

United Capital Management of KS’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
2022
Q2 		– Sell
-12,788
Closed -$1.93M – 93
2022
Q1 		$1.93M Buy
12,788
+607
+5% +$109K 0.75% 51
2021
Q4 		$2.73M Buy
12,181
+1,014
+9% +$242K 1.02% 45
2021
Q3 		$2.65M Buy
11,167
+710
+7% +$176K 1.08% 43
2021
Q2 		$2.56M Buy
10,457
+191
+2% +$46.1K 1.04% 43
2021
Q1 		$2.26M Sell
10,266
-2,168
-17% -$545K 1.04% 43
2020
Q4 		$3.16M Buy
12,434
+647
+5% +$154K 1.44% 28
2020
Q3 		$2.52M Buy
11,787
+1,052
+10% +$219K 1.32% 30
2020
Q2 		$2.15M Buy
+10,735
New +$1.82M 1.25% 34

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Management of KS's OKTA Position: Q2 2022 in Review

United Capital Management of KS sold out of Okta (OKTA) in Q2 2022, closing a stake of 12,788 shares — an estimated $1.93M sold.

United Capital Management of KS first reported a position in OKTA in Q2 2020 and held it in 8 quarters. The position peaked at $3.16M in Q4 2020. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • United Capital Management of KS reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • United Capital Management of KS sold 12,788 Okta shares in Q2 2022, an estimated $1.93M.
  • United Capital Management of KS first reported a position in Okta in Q2 2020 and held it in 8 quarters.
  • United Capital Management of KS's Okta position peaked at $3.16M in Q4 2020.
  • 606 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on United Capital Management of KS's 13F filing for Q2 2022, filed 4 Aug 2022.