Level Four Advisory Services’s Okta OKTA Stock Holding History

Level Four Advisory Services’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 Q1	–	Sell	-861	Closed	-$219K	–	652
2020 Q4	$219K	Buy	+861	New	+$205K	0.02%	538

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Level Four Advisory Services's OKTA Position: Q1 2021 in Review

Level Four Advisory Services sold out of Okta (OKTA) in Q1 2021, closing a stake of 861 shares — an estimated $219K sold.

Level Four Advisory Services first reported a position in OKTA in Q4 2020 and held it in 1 quarter. The position peaked at $219K in Q4 2020. 676 funds tracked by Wall St. Rank hold OKTA as of Q1 2021.

Level Four Advisory Services reported no remaining Okta position as of Q1 2021 after selling out during the quarter.
Level Four Advisory Services sold 861 Okta shares in Q1 2021, an estimated $219K.
Level Four Advisory Services first reported a position in Okta in Q4 2020 and held it in 1 quarter.
Level Four Advisory Services's Okta position peaked at $219K in Q4 2020.
676 funds tracked by Wall St. Rank held Okta as of Q1 2021.

Based on Level Four Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.