AXS Investments’s Okta OKTA Stock Holding History

AXS Investments’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	-5,813	Closed	-$1.42M	–	184
2021 Q2	$1.42M	Sell	5,813 -1,859	-24%	-$449K	0.43%	63
2021 Q1	$1.69M	Buy	+7,672	New	+$1.93M	0.6%	50

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

AXS Investments's OKTA Position: Q3 2021 in Review

AXS Investments sold out of Okta (OKTA) in Q3 2021, closing a stake of 5,813 shares — an estimated $1.42M sold.

AXS Investments first reported a position in OKTA in Q1 2021 and held it in 2 quarters. The position peaked at $1.69M in Q1 2021. 731 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

AXS Investments reported no remaining Okta position as of Q3 2021 after selling out during the quarter.
AXS Investments sold 5,813 Okta shares in Q3 2021, an estimated $1.42M.
AXS Investments first reported a position in Okta in Q1 2021 and held it in 2 quarters.
AXS Investments's Okta position peaked at $1.69M in Q1 2021.
731 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on AXS Investments's 13F filing for Q3 2021, filed 5 Nov 2021.