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AFT Forsyth & Company’s Okta OKTA Stock Holding History

AFT Forsyth & Company’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
-956
Closed -$214K – 156
2021
Q4 		$214K Sell
956
-250
-21% -$59.6K 0.11% 152
2021
Q3 		$286K Buy
1,206
+340
+39% +$84.4K 0.15% 132
2021
Q2 		$212K Buy
+866
New +$209K 0.11% 150
2018
Q1 		– Sell
-13,100
Closed -$335K – 144
2017
Q4 		$335K Buy
+13,100
New +$366K 0.33% 106

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

AFT Forsyth & Company's OKTA Position: Q1 2022 in Review

AFT Forsyth & Company sold out of Okta (OKTA) in Q1 2022, closing a stake of 956 shares — an estimated $214K sold.

AFT Forsyth & Company first reported a position in OKTA in Q4 2017 and held it in 4 quarters. The position peaked at $335K in Q4 2017. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • AFT Forsyth & Company reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • AFT Forsyth & Company sold 956 Okta shares in Q1 2022, an estimated $214K.
  • AFT Forsyth & Company first reported a position in Okta in Q4 2017 and held it in 4 quarters.
  • AFT Forsyth & Company's Okta position peaked at $335K in Q4 2017.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on AFT Forsyth & Company's 13F filing for Q1 2022, filed 10 May 2022.