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KB Financial Partners’s Okta OKTA Stock Holding History

KB Financial 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
2022
Q2 		– Sell
-189
Closed -$29K – 604
2022
Q1 		$29K Hold
189
– – 0.01% 321
2021
Q4 		$42K Buy
+189
New +$45K 0.01% 307
2021
Q3 		– Sell
-193
Closed -$47K – 444
2021
Q2 		$47K Sell
193
-23
-11% -$5.55K 0.02% 265
2021
Q1 		$48K Buy
+216
New +$54.3K 0.02% 266

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KB Financial Partners's OKTA Position: Q2 2022 in Review

KB Financial Partners sold out of Okta (OKTA) in Q2 2022, closing a stake of 189 shares — an estimated $29K sold.

KB Financial Partners first reported a position in OKTA in Q1 2021 and held it in 4 quarters. The position peaked at $48K in Q1 2021. 605 funds tracked by Wall St. Rank hold OKTA as of Q2 2022.

  • KB Financial Partners reported no remaining Okta position as of Q2 2022 after selling out during the quarter.
  • KB Financial Partners sold 189 Okta shares in Q2 2022, an estimated $29K.
  • KB Financial Partners first reported a position in Okta in Q1 2021 and held it in 4 quarters.
  • KB Financial Partners's Okta position peaked at $48K in Q1 2021.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2022.

Based on KB Financial Partners's 13F filing for Q2 2022, filed 11 Aug 2022.