WCM
OKTA icon

Washington Capital Management’s Okta OKTA Stock Holding History

Washington 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
2023
Q2 		– Sell
-6,600
Closed -$569K – 119
2023
Q1 		$569K Hold
6,600
– – 0.51% 58
2022
Q4 		$451K Hold
6,600
– – 0.42% 79
2022
Q3 		$375K Buy
+6,600
New +$568K 0.38% 88

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Washington Capital Management's OKTA Position: Q2 2023 in Review

Washington Capital Management sold out of Okta (OKTA) in Q2 2023, closing a stake of 6,600 shares — an estimated $569K sold.

Washington Capital Management first reported a position in OKTA in Q3 2022 and held it in 3 quarters. The position peaked at $569K in Q1 2023. 617 funds tracked by Wall St. Rank hold OKTA as of Q2 2023.

  • Washington Capital Management reported no remaining Okta position as of Q2 2023 after selling out during the quarter.
  • Washington Capital Management sold 6,600 Okta shares in Q2 2023, an estimated $569K.
  • Washington Capital Management first reported a position in Okta in Q3 2022 and held it in 3 quarters.
  • Washington Capital Management's Okta position peaked at $569K in Q1 2023.
  • 617 funds tracked by Wall St. Rank held Okta as of Q2 2023.

Based on Washington Capital Management's 13F filing for Q2 2023, filed 12 Jul 2023.