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Financial Gravity Asset Management’s Okta OKTA Stock Holding History

Financial Gravity Asset Management’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
Q3 		$237K Hold
1
– – 0.11% 153
2021
Q2 		$245K Buy
+1
New +$241 0.09% 146

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Financial Gravity Asset Management's OKTA Position: Q3 2021 in Review

Financial Gravity Asset Management held its Okta (OKTA) position steady in Q3 2021 at 1 share worth $237K. The position accounts for 0.11% of the portfolio, ranked #153.

Financial Gravity Asset Management first reported a position in OKTA in Q2 2021 and has held it in 2 quarters since. The position peaked at $245K in Q2 2021. 732 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

  • Financial Gravity Asset Management held 1 share of Okta worth $237K as of Q3 2021.
  • Financial Gravity Asset Management left its Okta share count unchanged in Q3 2021.
  • Okta made up 0.11% of Financial Gravity Asset Management's portfolio in Q3 2021, its #153 holding.
  • Financial Gravity Asset Management first reported a position in Okta in Q2 2021 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's Okta position peaked at $245K in Q2 2021.
  • 732 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.