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Perennial Advisors’s Okta OKTA Stock Holding History

Perennial Advisors’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
-22
Closed -$5K – 215
2021
Q2 		$5K Hold
22
– – ﹤0.01% 267
2021
Q1 		$5K Sell
22
-3
-12% -$754 ﹤0.01% 261
2020
Q4 		$6K Buy
+25
New +$5.94K ﹤0.01% 218
2020
Q3 		– Sell
-29
Closed -$6K – 162
2020
Q2 		$6K Buy
+29
New +$4.92K ﹤0.01% 200
2019
Q1 		– Sell
-50
Closed -$3K – 150
2018
Q4 		$3K Hold
50
– – ﹤0.01% 199
2018
Q3 		$4K Hold
50
– – ﹤0.01% 194
2018
Q2 		$3K Hold
50
– – ﹤0.01% 200
2018
Q1 		$2K Buy
+50
New +$1.67K ﹤0.01% 194

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Perennial Advisors's OKTA Position: Q3 2021 in Review

Perennial Advisors sold out of Okta (OKTA) in Q3 2021, closing a stake of 22 shares — an estimated $5K sold.

Perennial Advisors first reported a position in OKTA in Q1 2018 and held it in 8 quarters. The position peaked at $6K in Q4 2020. 732 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

  • Perennial Advisors reported no remaining Okta position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 22 Okta shares in Q3 2021, an estimated $5K.
  • Perennial Advisors first reported a position in Okta in Q1 2018 and held it in 8 quarters.
  • Perennial Advisors's Okta position peaked at $6K in Q4 2020.
  • 732 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.