Meridian Wealth Partners’s Okta OKTA Stock Holding History

Meridian Wealth 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
2021 Q2	–	Sell	-25	Closed	-$5K	–	888
2021 Q1	$5K	Buy	+25	New	+$6.28K	﹤0.01%	698

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

Meridian Wealth Partners's OKTA Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Okta (OKTA) in Q2 2021, closing a stake of 25 shares — an estimated $5K sold.

Meridian Wealth Partners first reported a position in OKTA in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

Meridian Wealth Partners reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 25 Okta shares in Q2 2021, an estimated $5K.
Meridian Wealth Partners first reported a position in Okta in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Okta position peaked at $5K in Q1 2021.
700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.