Meitav Investment House’s Okta OKTA Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-1,000	Closed	-$245K	–	435
2021 Q2	$245K	Hold	1,000	–	–	0.01%	378
2021 Q1	$220	Hold	1,000	–	–	0.01%	353
2020 Q4	$254K	Sell	1,000 -1,619	-62%	-$385K	0.01%	363
2020 Q3	$560K	Sell	2,619 -847	-24%	-$177K	0.03%	240
2020 Q2	$694K	Sell	3,466 -1,023	-23%	-$174K	0.04%	184
2020 Q1	$549K	Sell	4,489 -1,120	-20%	-$141K	0.04%	214
2019 Q4	$647K	Buy	5,609 +503	+10%	+$57.9K	0.05%	210
2019 Q3	$524K	Sell	5,106 -606	-11%	-$75.7K	0.04%	244
2019 Q2	$701K	Buy	5,712 +389	+7%	+$42.2K	0.05%	193
2019 Q1	$433K	Buy	5,323 +183	+4%	+$14.5K	0.02%	263
2018 Q4	$328K	Sell	5,140 -2,466	-32%	-$146K	0.02%	246
2018 Q3	$536K	Buy	7,606 +2,294	+43%	+$137K	0.03%	306
2018 Q2	$268K	Buy	+5,312	New	+$253K	0.01%	388

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Meitav Investment House's OKTA Position: Q3 2021 in Review

Meitav Investment House sold out of Okta (OKTA) in Q3 2021, closing a stake of 1,000 shares — an estimated $245K sold.

Meitav Investment House first reported a position in OKTA in Q2 2018 and held it in 13 quarters. The position peaked at $701K in Q2 2019. 731 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

Meitav Investment House reported no remaining Okta position as of Q3 2021 after selling out during the quarter.
Meitav Investment House sold 1,000 Okta shares in Q3 2021, an estimated $245K.
Meitav Investment House first reported a position in Okta in Q2 2018 and held it in 13 quarters.
Meitav Investment House's Okta position peaked at $701K in Q2 2019.
731 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Meitav Investment House's 13F filing for Q3 2021, filed 3 Nov 2021.