Fiduciary Planning’s Okta OKTA Stock Holding History

Fiduciary Planning’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	-15	Closed	-$3K	–	199
2021 Q1	$3K	Hold	15	–	–	﹤0.01%	219
2020 Q4	$4K	Buy	+15	New	+$3.56K	0.01%	186

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

DVC

Deer VIII & Co Larchmont, New York $3.56B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fiduciary Planning's OKTA Position: Q2 2021 in Review

Fiduciary Planning sold out of Okta (OKTA) in Q2 2021, closing a stake of 15 shares — an estimated $3K sold.

Fiduciary Planning first reported a position in OKTA in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

Fiduciary Planning reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 15 Okta shares in Q2 2021, an estimated $3K.
Fiduciary Planning first reported a position in Okta in Q4 2020 and held it in 2 quarters.
Fiduciary Planning's Okta position peaked at $4K in Q4 2020.
700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.