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WMS Partners’s Okta OKTA Stock Holding History

WMS Partners’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
-1,456
Closed -$326K – 296
2021
Q4 		$326K Sell
1,456
-46
-3% -$11K 0.07% 152
2021
Q3 		$356K Buy
1,502
+580
+63% +$144K 0.05% 191
2021
Q2 		$226K Buy
922
+1
+0.1% +$241 0.03% 235
2021
Q1 		$203K Hold
921
– – 0.05% 216
2020
Q4 		$234K Buy
+921
New +$219K 0.04% 218

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

WMS Partners's OKTA Position: Q1 2022 in Review

WMS Partners sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,456 shares — an estimated $326K sold.

WMS Partners first reported a position in OKTA in Q4 2020 and held it in 5 quarters. The position peaked at $356K in Q3 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • WMS Partners reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • WMS Partners sold 1,456 Okta shares in Q1 2022, an estimated $326K.
  • WMS Partners first reported a position in Okta in Q4 2020 and held it in 5 quarters.
  • WMS Partners's Okta position peaked at $356K in Q3 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on WMS Partners's 13F filing for Q1 2022, filed 10 May 2022.