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Capital Analysts LLC’s Okta OKTA Stock Holding History

Capital Analysts LLC’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
Q2 		– Sell
-310
Closed -$68K – 1050
2021
Q1 		$68K Buy
310
+300
+3,000% +$75.4K ﹤0.01% 538
2020
Q4 		$3K Hold
10
– – ﹤0.01% 657
2020
Q3 		$2K Hold
10
– – ﹤0.01% 709
2020
Q2 		$2K Buy
+10
New +$1.7K ﹤0.01% 666

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DVC
Deer VIII & Co Larchmont, New York $3.56B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital Analysts LLC's OKTA Position: Q2 2021 in Review

Capital Analysts LLC sold out of Okta (OKTA) in Q2 2021, closing a stake of 310 shares — an estimated $68K sold.

Capital Analysts LLC first reported a position in OKTA in Q2 2020 and held it in 4 quarters. The position peaked at $68K in Q1 2021. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

  • Capital Analysts LLC reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
  • Capital Analysts LLC sold 310 Okta shares in Q2 2021, an estimated $68K.
  • Capital Analysts LLC first reported a position in Okta in Q2 2020 and held it in 4 quarters.
  • Capital Analysts LLC's Okta position peaked at $68K in Q1 2021.
  • 700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Capital Analysts LLC's 13F filing for Q2 2021, filed 5 Aug 2021.