Manchester Financial’s Okta OKTA Stock Holding History

Manchester 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 Q1	–	Sell	-5	Closed	-$1K	–	746
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	577
2020 Q3	$1K	Buy	+5	New	+$1.04K	﹤0.01%	528

Other funds holding OKTA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Manchester Financial's OKTA Position: Q1 2021 in Review

Manchester Financial sold out of Okta (OKTA) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Manchester Financial first reported a position in OKTA in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 677 funds tracked by Wall St. Rank hold OKTA as of Q1 2021.

Manchester Financial reported no remaining Okta position as of Q1 2021 after selling out during the quarter.
Manchester Financial sold 5 Okta shares in Q1 2021, an estimated $1K.
Manchester Financial first reported a position in Okta in Q3 2020 and held it in 2 quarters.
Manchester Financial's Okta position peaked at $1K in Q4 2020.
677 funds tracked by Wall St. Rank held Okta as of Q1 2021.

Based on Manchester Financial's 13F filing for Q1 2021, filed 3 May 2021.