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Sandbox Financial Partners’s Okta OKTA Stock Holding History

Sandbox Financial 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
-1,091
Closed -$249K – 108
2021
Q1 		$249K Sell
1,091
-65
-6% -$16.3K 0.2% 63
2020
Q4 		$294K Buy
+1,156
New +$275K 0.27% 51

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Sandbox Financial Partners's OKTA Position: Q2 2021 in Review

Sandbox Financial Partners sold out of Okta (OKTA) in Q2 2021, closing a stake of 1,091 shares — an estimated $249K sold.

Sandbox Financial Partners first reported a position in OKTA in Q4 2020 and held it in 2 quarters. The position peaked at $294K in Q4 2020. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

  • Sandbox Financial Partners reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
  • Sandbox Financial Partners sold 1,091 Okta shares in Q2 2021, an estimated $249K.
  • Sandbox Financial Partners first reported a position in Okta in Q4 2020 and held it in 2 quarters.
  • Sandbox Financial Partners's Okta position peaked at $294K in Q4 2020.
  • 700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Sandbox Financial Partners's 13F filing for Q2 2021, filed 16 Aug 2021.