Founders Financial Alliance’s Okta OKTA Stock Holding History

Founders Financial Alliance’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
2020 Q4	–	Sell	-329	Closed	-$71K	–	984
2020 Q3	$71K	Buy	+329	New	+$68.6K	0.04%	322

Other funds holding OKTA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Founders Financial Alliance's OKTA Position: Q4 2020 in Review

Founders Financial Alliance sold out of Okta (OKTA) in Q4 2020, closing a stake of 329 shares — an estimated $71K sold.

Founders Financial Alliance first reported a position in OKTA in Q3 2020 and held it in 1 quarter. The position peaked at $71K in Q3 2020. 720 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

Founders Financial Alliance reported no remaining Okta position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 329 Okta shares in Q4 2020, an estimated $71K.
Founders Financial Alliance first reported a position in Okta in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Okta position peaked at $71K in Q3 2020.
720 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.