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Reilly Financial Advisors’s Okta OKTA Stock Holding History

Reilly Financial 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
-29
Closed -$7K – 1016
2021
Q2 		$7K Buy
+29
New +$7K ﹤0.01% 753
2018
Q1 		– Sell
-2,000
Closed -$51K – 1031
2017
Q4 		$51K Buy
+2,000
New +$55.9K 0.01% 328

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Reilly Financial Advisors's OKTA Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Okta (OKTA) in Q3 2021, closing a stake of 29 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in OKTA in Q4 2017 and held it in 2 quarters. The position peaked at $51K in Q4 2017. 732 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

  • Reilly Financial Advisors reported no remaining Okta position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 29 Okta shares in Q3 2021, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Okta in Q4 2017 and held it in 2 quarters.
  • Reilly Financial Advisors's Okta position peaked at $51K in Q4 2017.
  • 732 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.