Eudaimonia Partners’s Okta OKTA Stock Holding History

Eudaimonia Partners’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	-451	Closed	-$99K	–	1038
2021 Q1	$99K	Buy	451 +318	+239%	+$79.9K	0.02%	482
2020 Q4	$34K	Hold	133	–	–	0.01%	716
2020 Q3	$28K	Buy	+133	New	+$27.7K	0.01%	712

Other funds holding OKTA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Eudaimonia Partners's OKTA Position: Q2 2021 in Review

Eudaimonia Partners sold out of Okta (OKTA) in Q2 2021, closing a stake of 451 shares — an estimated $99K sold.

Eudaimonia Partners first reported a position in OKTA in Q3 2020 and held it in 3 quarters. The position peaked at $99K in Q1 2021. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

Eudaimonia Partners reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 451 Okta shares in Q2 2021, an estimated $99K.
Eudaimonia Partners first reported a position in Okta in Q3 2020 and held it in 3 quarters.
Eudaimonia Partners's Okta position peaked at $99K in Q1 2021.
700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.