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Simplify Asset Management’s Okta OKTA Stock Holding History

Simplify Asset Management’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
2022
Q1 		– Sell
-1,887
Closed -$423K – 102
2021
Q4 		$423K Buy
1,887
+810
+75% +$193K 0.02% 49
2021
Q3 		$256K Buy
+1,077
New +$267K 0.02% 37

Other funds holding OKTA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Simplify Asset Management's OKTA Position: Q1 2022 in Review

Simplify Asset Management sold out of Okta (OKTA) in Q1 2022, closing a stake of 1,887 shares — an estimated $423K sold.

Simplify Asset Management first reported a position in OKTA in Q3 2021 and held it in 2 quarters. The position peaked at $423K in Q4 2021. 684 funds tracked by Wall St. Rank hold OKTA as of Q1 2022.

  • Simplify Asset Management reported no remaining Okta position as of Q1 2022 after selling out during the quarter.
  • Simplify Asset Management sold 1,887 Okta shares in Q1 2022, an estimated $423K.
  • Simplify Asset Management first reported a position in Okta in Q3 2021 and held it in 2 quarters.
  • Simplify Asset Management's Okta position peaked at $423K in Q4 2021.
  • 684 funds tracked by Wall St. Rank held Okta as of Q1 2022.

Based on Simplify Asset Management's 13F filing for Q1 2022, filed 13 May 2022.