Mid Atlantic Financial Management’s Okta OKTA Stock Holding History

Mid Atlantic Financial 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 Q3	$1.14M	Sell	4,806 -150	-3%	-$37.2K	0.08%	224
2021 Q2	$1.21M	Sell	4,956 -170	-3%	-$41K	0.08%	202
2021 Q1	$1.13M	Sell	5,126 -1,978	-28%	-$497K	0.08%	209
2020 Q4	$1.81M	Buy	7,104 +537	+8%	+$128K	0.14%	147
2020 Q3	$1.43M	Sell	6,567 -216	-3%	-$45K	0.12%	148
2020 Q2	$1.36M	Buy	6,783 +400	+6%	+$67.9K	0.13%	142
2020 Q1	$780K	Sell	6,383 -1,500	-19%	-$188K	0.09%	214
2019 Q4	$909K	Sell	7,883 -1,360	-15%	-$157K	0.09%	245
2019 Q3	$910K	Sell	9,243 -670	-7%	-$83.7K	0.1%	218
2019 Q2	$1.22M	Buy	9,913 +993	+11%	+$108K	0.13%	150
2019 Q1	$738K	Buy	8,920 +1,100	+14%	+$87.1K	0.08%	263
2018 Q4	$499K	Buy	+7,820	New	+$463K	0.06%	334

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

Mid Atlantic Financial Management's OKTA Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Okta (OKTA) stake by 3% in Q3 2021, selling an estimated $37.2K and leaving 4,806 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #224.

Mid Atlantic Financial Management first reported a position in OKTA in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.81M in Q4 2020. 732 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

Mid Atlantic Financial Management held 4,806 shares of Okta worth $1.14M as of Q3 2021.
Mid Atlantic Financial Management sold 150 Okta shares in Q3 2021, an estimated $37.2K.
Okta made up 0.08% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #224 holding.
Mid Atlantic Financial Management first reported a position in Okta in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Okta position peaked at $1.81M in Q4 2020.
732 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.