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CFS Investment Advisory Services’s Okta OKTA Stock Holding History

CFS Investment Advisory Services’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
Q4 		– Sell
-850
Closed -$202K – 222
2021
Q3 		$202K Buy
+850
New +$211K 0.03% 196
2020
Q4 		$216K Buy
+850
New +$202K 0.03% 172

Other funds holding OKTA

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

CFS Investment Advisory Services's OKTA Position: Q4 2021 in Review

CFS Investment Advisory Services sold out of Okta (OKTA) in Q4 2021, closing a stake of 850 shares — an estimated $202K sold.

CFS Investment Advisory Services first reported a position in OKTA in Q4 2020 and held it in 2 quarters. The position peaked at $216K in Q4 2020. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

  • CFS Investment Advisory Services reported no remaining Okta position as of Q4 2021 after selling out during the quarter.
  • CFS Investment Advisory Services sold 850 Okta shares in Q4 2021, an estimated $202K.
  • CFS Investment Advisory Services first reported a position in Okta in Q4 2020 and held it in 2 quarters.
  • CFS Investment Advisory Services's Okta position peaked at $216K in Q4 2020.
  • 754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on CFS Investment Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.