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Sonora Investment Management’s Okta OKTA Stock Holding History

Sonora Investment 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
2021
Q3 		$47K Hold
200
– – 0.01% 430
2021
Q2 		$49K Hold
200
– – 0.01% 398
2021
Q1 		$44K Hold
200
– – ﹤0.01% 660
2020
Q4 		$51K Buy
+200
New +$47.5K ﹤0.01% 609

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Sonora Investment Management's OKTA Position: Q3 2021 in Review

Sonora Investment Management held its Okta (OKTA) position steady in Q3 2021 at 200 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #430.

Sonora Investment Management first reported a position in OKTA in Q4 2020 and has held it in 4 quarters since. The position peaked at $51K in Q4 2020. 732 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

  • Sonora Investment Management held 200 shares of Okta worth $47K as of Q3 2021.
  • Sonora Investment Management left its Okta share count unchanged in Q3 2021.
  • Okta made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #430 holding.
  • Sonora Investment Management first reported a position in Okta in Q4 2020 and has held it in 4 quarters since.
  • Sonora Investment Management's Okta position peaked at $51K in Q4 2020.
  • 732 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.