GP
OKTA icon

Geneva Partners’s Okta OKTA Stock Holding History

Geneva 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
-5,385
Closed -$1.19M – 99
2021
Q1 		$1.19M Sell
5,385
-3,320
-38% -$834K 0.61% 44
2020
Q4 		$2.21M Sell
8,705
-6,062
-41% -$1.44M 1.17% 34
2020
Q3 		$3.16M Sell
14,767
-7,073
-32% -$1.47M 1.93% 20
2020
Q2 		$4.37M Buy
+21,840
New +$3.71M 3.07% 8

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geneva Partners's OKTA Position: Q2 2021 in Review

Geneva Partners sold out of Okta (OKTA) in Q2 2021, closing a stake of 5,385 shares — an estimated $1.19M sold.

Geneva Partners first reported a position in OKTA in Q2 2020 and held it in 4 quarters. The position peaked at $4.37M in Q2 2020. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

  • Geneva Partners reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
  • Geneva Partners sold 5,385 Okta shares in Q2 2021, an estimated $1.19M.
  • Geneva Partners first reported a position in Okta in Q2 2020 and held it in 4 quarters.
  • Geneva Partners's Okta position peaked at $4.37M in Q2 2020.
  • 700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Geneva Partners's 13F filing for Q2 2021, filed 6 Aug 2021.