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Washburn Capital Management’s Okta OKTA Stock Holding History

Washburn Capital Management’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
Q1 		– Sell
-1,338
Closed -$300K – 64
2021
Q4 		$300K Buy
1,338
+20
+2% +$4.76K 0.18% 45
2021
Q3 		$313K Sell
1,318
-795
-38% -$197K 0.2% 48
2021
Q2 		$517K Sell
2,113
-130
-6% -$31.4K 0.35% 42
2021
Q1 		$494K Buy
2,243
+283
+14% +$71.1K 0.34% 46
2020
Q4 		$498K Buy
1,960
+159
+9% +$37.8K 0.35% 44
2020
Q3 		$385K Buy
1,801
+90
+5% +$18.8K 0.3% 42
2020
Q2 		$343K Buy
+1,711
New +$290K 0.32% 39

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Washburn Capital Management's OKTA Position: Q1 2022 in Review

Washburn Capital Management sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,338 shares — an estimated $300K sold.

Washburn Capital Management first reported a position in OKTA in Q2 2020 and held it in 7 quarters. The position peaked at $517K in Q2 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Washburn Capital Management reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Washburn Capital Management sold 1,338 Okta shares in Q1 2022, an estimated $300K.
  • Washburn Capital Management first reported a position in Okta in Q2 2020 and held it in 7 quarters.
  • Washburn Capital Management's Okta position peaked at $517K in Q2 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Washburn Capital Management's 13F filing for Q1 2022, filed 6 May 2022.