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Woodward Diversified Capital’s Okta OKTA Stock Holding History

Woodward Diversified Capital’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
-4,360
Closed -$355K – 168
2023
Q3 		$355K Buy
+4,360
New +$331K 0.26% 96

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

Woodward Diversified Capital's OKTA Position: Q4 2023 in Review

Woodward Diversified Capital sold out of Okta (OKTA) in Q4 2023, closing a stake of 4,360 shares — an estimated $355K sold.

Woodward Diversified Capital first reported a position in OKTA in Q3 2023 and held it in 1 quarter. The position peaked at $355K in Q3 2023. 620 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

  • Woodward Diversified Capital reported no remaining Okta position as of Q4 2023 after selling out during the quarter.
  • Woodward Diversified Capital sold 4,360 Okta shares in Q4 2023, an estimated $355K.
  • Woodward Diversified Capital first reported a position in Okta in Q3 2023 and held it in 1 quarter.
  • Woodward Diversified Capital's Okta position peaked at $355K in Q3 2023.
  • 620 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Woodward Diversified Capital's 13F filing for Q4 2023, filed 14 Feb 2024.