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Hoover Financial Advisors’s Okta OKTA Stock Holding History

Hoover Financial Advisors’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 		$10K Hold
40
– – ﹤0.01% 477
2021
Q1 		$10K Hold
40
– – ﹤0.01% 429
2020
Q4 		$10K Buy
+40
New +$9.51K ﹤0.01% 407
2020
Q3 		– Sell
-40
Closed -$8K – 384
2020
Q2 		$8K Buy
+40
New +$6.79K ﹤0.01% 359

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 $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Hoover Financial Advisors's OKTA Position: Q2 2021 in Review

Hoover Financial Advisors held its Okta (OKTA) position steady in Q2 2021 at 40 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Hoover Financial Advisors first reported a position in OKTA in Q2 2020 and has held it in 4 quarters since. 701 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

  • Hoover Financial Advisors held 40 shares of Okta worth $10K as of Q2 2021.
  • Hoover Financial Advisors left its Okta share count unchanged in Q2 2021.
  • Okta made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #477 holding.
  • Hoover Financial Advisors first reported a position in Okta in Q2 2020 and has held it in 4 quarters since.
  • 701 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.