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Founders Financial Securities’s Okta OKTA Stock Holding History

Founders Financial Securities’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
-1,485
Closed -$318K – 236
2020
Q3 		$318K Sell
1,485
-1,743
-54% -$363K 0.1% 122
2020
Q2 		$657K Buy
3,228
+948
+42% +$161K 0.21% 84
2020
Q1 		$279K Buy
+2,280
New +$286K 0.1% 100

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Founders Financial Securities sold out of Okta (OKTA) in Q4 2020, closing a stake of 1,485 shares — an estimated $318K sold.

Founders Financial Securities first reported a position in OKTA in Q1 2020 and held it in 3 quarters. The position peaked at $657K in Q2 2020. 720 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

  • Founders Financial Securities reported no remaining Okta position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Securities sold 1,485 Okta shares in Q4 2020, an estimated $318K.
  • Founders Financial Securities first reported a position in Okta in Q1 2020 and held it in 3 quarters.
  • Founders Financial Securities's Okta position peaked at $657K in Q2 2020.
  • 720 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Founders Financial Securities's 13F filing for Q4 2020, filed 9 Feb 2021.