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LifePro Asset Management’s Okta OKTA Stock Holding History

LifePro Asset Management’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 		– Sell
-71,736
Closed -$15.8M – 99
2021
Q1 		$15.8M Buy
71,736
+7,963
+12% +$2M 5% 7
2020
Q4 		$16.2M Buy
63,773
+9,285
+17% +$2.21M 5.03% 4
2020
Q3 		$11.7M Buy
54,488
+10,741
+25% +$2.24M 5.96% 5
2020
Q2 		$8.76M Buy
+43,747
New +$7.43M 7.55% 2

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

LifePro Asset Management's OKTA Position: Q2 2021 in Review

LifePro Asset Management sold out of Okta (OKTA) in Q2 2021, closing a stake of 71,736 shares — an estimated $15.8M sold.

LifePro Asset Management first reported a position in OKTA in Q2 2020 and held it in 4 quarters. The position peaked at $16.2M in Q4 2020. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

  • LifePro Asset Management reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
  • LifePro Asset Management sold 71,736 Okta shares in Q2 2021, an estimated $15.8M.
  • LifePro Asset Management first reported a position in Okta in Q2 2020 and held it in 4 quarters.
  • LifePro Asset Management's Okta position peaked at $16.2M in Q4 2020.
  • 700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on LifePro Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.