San Francisco Sentry Investment Group’s Okta OKTA Stock Holding History

San Francisco Sentry Investment Group’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	$42K	Buy	175 +35	+25%	+$8.45K	0.02%	388
2021 Q1	$30K	Buy	+140	New	+$35.2K	0.01%	448
2020 Q2	–	Sell	-23	Closed	-$3K	–	809
2020 Q1	$3K	Hold	23	–	–	﹤0.01%	625
2019 Q4	$3K	Hold	23	–	–	﹤0.01%	708
2019 Q3	$2K	Hold	23	–	–	﹤0.01%	757
2019 Q2	$3K	Hold	23	–	–	﹤0.01%	699
2019 Q1	$2K	Hold	23	–	–	﹤0.01%	794
2018 Q4	$1K	Buy	+23	New	+$1.36K	﹤0.01%	889

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

San Francisco Sentry Investment Group's OKTA Position: Q2 2021 in Review

San Francisco Sentry Investment Group increased its Okta (OKTA) stake by 25% in Q2 2021, buying an estimated $8.45K and bringing the position to 175 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #388.

San Francisco Sentry Investment Group first reported a position in OKTA in Q4 2018 and has held it in 8 quarters since. 701 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

San Francisco Sentry Investment Group held 175 shares of Okta worth $42K as of Q2 2021.
San Francisco Sentry Investment Group bought 35 Okta shares in Q2 2021, an estimated $8.45K.
Okta made up 0.02% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #388 holding.
San Francisco Sentry Investment Group first reported a position in Okta in Q4 2018 and has held it in 8 quarters since.
701 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.