Simplicity Solutions’s Okta OKTA Stock Holding History

Simplicity Solutions’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
2023 Q4	$1.38M	Sell	15,257 -17,610	-54%	-$1.34M	0.04%	373
2023 Q3	$2.68M	Sell	32,867 -1,058	-3%	-$80.2K	0.09%	210
2023 Q2	$2.35M	Buy	33,925 +16,204	+91%	+$1.23M	0.06%	271
2023 Q1	$1.53M	Buy	+17,721	New	+$1.35M	0.04%	377
2022 Q1	–	Sell	-1,896	Closed	-$426K	–	644
2021 Q4	$426K	Buy	1,896 +827	+77%	+$197K	0.05%	426
2021 Q3	$254K	Buy	1,069 +61	+6%	+$15.1K	0.04%	495
2021 Q2	$247K	Buy	+1,008	New	+$243K	0.05%	445
2021 Q1	–	Sell	-23,033	Closed	-$5.86M	–	815
2020 Q4	$5.86M	Buy	23,033 +4,625	+25%	+$1.1M	0.09%	208
2020 Q3	$3.94M	Buy	18,408 +3,744	+26%	+$780K	0.07%	226
2020 Q2	$2.94M	Buy	+14,664	New	+$2.49M	0.06%	245

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplicity Solutions's OKTA Position: Q4 2023 in Review

Simplicity Solutions reduced its Okta (OKTA) stake by 54% in Q4 2023, selling an estimated $1.34M and leaving 15,257 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #373.

Simplicity Solutions first reported a position in OKTA in Q2 2020 and has held it in 10 quarters since. The position peaked at $5.86M in Q4 2020. 620 funds tracked by Wall St. Rank hold OKTA as of Q4 2023.

Simplicity Solutions held 15,257 shares of Okta worth $1.38M as of Q4 2023.
Simplicity Solutions sold 17,610 Okta shares in Q4 2023, an estimated $1.34M.
Okta made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #373 holding.
Simplicity Solutions first reported a position in Okta in Q2 2020 and has held it in 10 quarters since.
Simplicity Solutions's Okta position peaked at $5.86M in Q4 2020.
620 funds tracked by Wall St. Rank held Okta as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.