Dynamic Advisor Solutions’s Okta OKTA Stock Holding History

Dynamic Advisor Solutions’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	-1,379	Closed	-$309K	–	765
2021 Q4	$309K	Buy	+1,379	New	+$329K	0.02%	554

Other funds holding OKTA

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Dynamic Advisor Solutions's OKTA Position: Q1 2022 in Review

Dynamic Advisor Solutions sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,379 shares — an estimated $309K sold.

Dynamic Advisor Solutions first reported a position in OKTA in Q4 2021 and held it in 1 quarter. The position peaked at $309K in Q4 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

Dynamic Advisor Solutions reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
Dynamic Advisor Solutions sold 1,379 Okta shares in Q1 2022, an estimated $309K.
Dynamic Advisor Solutions first reported a position in Okta in Q4 2021 and held it in 1 quarter.
Dynamic Advisor Solutions's Okta position peaked at $309K in Q4 2021.
684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2022, filed 11 Apr 2022.