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Ironwood Financial’s Okta OKTA Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-15
Closed -$4K – 399
2021
Q3 		$4K Hold
15
– – ﹤0.01% 455
2021
Q2 		$4K Hold
15
– – ﹤0.01% 453
2021
Q1 		$3K Hold
15
– – ﹤0.01% 463
2020
Q4 		$4K Hold
15
– – ﹤0.01% 399
2020
Q3 		$3K Hold
15
– – ﹤0.01% 369
2020
Q2 		$3K Hold
15
– – ﹤0.01% 350
2020
Q1 		$2K Hold
15
– – ﹤0.01% 317
2019
Q4 		$2K Hold
15
– – ﹤0.01% 349
2019
Q3 		$1K Buy
+15
New +$1.87K ﹤0.01% 369

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Ironwood Financial's OKTA Position: Q4 2021 in Review

Ironwood Financial sold out of Okta (OKTA) in Q4 2021, closing a stake of 15 shares — an estimated $4K sold.

Ironwood Financial first reported a position in OKTA in Q3 2019 and held it in 9 quarters. The position peaked at $4K in Q3 2021. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

  • Ironwood Financial reported no remaining Okta position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 15 Okta shares in Q4 2021, an estimated $4K.
  • Ironwood Financial first reported a position in Okta in Q3 2019 and held it in 9 quarters.
  • Ironwood Financial's Okta position peaked at $4K in Q3 2021.
  • 754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.