Arcadia Investment Advisors’s Okta OKTA Stock Holding History

Arcadia Investment Advisors’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
2021 Q3	–	Sell	-2	Closed	-$489	–	202
2021 Q2	$489	Buy	+2	New	+$483	﹤0.01%	225

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Arcadia Investment Advisors's OKTA Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of Okta (OKTA) in Q3 2021, closing a stake of 2 shares — an estimated $489 sold.

Arcadia Investment Advisors first reported a position in OKTA in Q2 2021 and held it in 1 quarter. The position peaked at $489 in Q2 2021. 731 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

Arcadia Investment Advisors reported no remaining Okta position as of Q3 2021 after selling out during the quarter.
Arcadia Investment Advisors sold 2 Okta shares in Q3 2021, an estimated $489.
Arcadia Investment Advisors first reported a position in Okta in Q2 2021 and held it in 1 quarter.
Arcadia Investment Advisors's Okta position peaked at $489 in Q2 2021.
731 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.