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Kaizen Financial Strategies’s Okta OKTA Stock Holding History

Kaizen Financial Strategies’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
-1,100
Closed -$261K – 155
2021
Q3 		$261K Buy
+1,100
New +$273K 0.21% 120
2021
Q1 		$242K Buy
1,100
+100
+10% +$25.1K 0.23% 121
2020
Q4 		$254K Buy
+1,000
New +$238K 0.28% 98

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Kaizen Financial Strategies's OKTA Position: Q4 2021 in Review

Kaizen Financial Strategies sold out of Okta (OKTA) in Q4 2021, closing a stake of 1,100 shares — an estimated $261K sold.

Kaizen Financial Strategies first reported a position in OKTA in Q4 2020 and held it in 3 quarters. The position peaked at $261K in Q3 2021. 754 funds tracked by Wall St. Rank hold OKTA as of Q4 2021.

  • Kaizen Financial Strategies reported no remaining Okta position as of Q4 2021 after selling out during the quarter.
  • Kaizen Financial Strategies sold 1,100 Okta shares in Q4 2021, an estimated $261K.
  • Kaizen Financial Strategies first reported a position in Okta in Q4 2020 and held it in 3 quarters.
  • Kaizen Financial Strategies's Okta position peaked at $261K in Q3 2021.
  • 754 funds tracked by Wall St. Rank held Okta as of Q4 2021.

Based on Kaizen Financial Strategies's 13F filing for Q4 2021, filed 26 Jan 2022.