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Symmetry Partners’s Okta OKTA Stock Holding History

Symmetry 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
2024
Q2 		– Sell
-2,110
Closed -$221K – 536
2024
Q1 		$221K Buy
+2,110
New +$195K 0.02% 510
2022
Q1 		– Sell
-942
Closed -$211K – 596
2021
Q4 		$211K Buy
+942
New +$224K 0.01% 590
2020
Q1 		– Sell
-4,776
Closed -$551K – 338
2019
Q4 		$551K Buy
4,776
+1,066
+29% +$123K 0.11% 139
2019
Q3 		$365K Buy
3,710
+1,098
+42% +$137K 0.08% 222
2019
Q2 		$323K Sell
2,612
-2,812
-52% -$305K 0.07% 237
2019
Q1 		$449K Buy
5,424
+3,485
+180% +$276K 0.08% 170
2018
Q4 		$124K Buy
+1,939
New +$115K 0.03% 314

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Symmetry Partners's OKTA Position: Q2 2024 in Review

Symmetry Partners sold out of Okta (OKTA) in Q2 2024, closing a stake of 2,110 shares — an estimated $221K sold.

Symmetry Partners first reported a position in OKTA in Q4 2018 and held it in 7 quarters. The position peaked at $551K in Q4 2019. 638 funds tracked by Wall St. Rank hold OKTA as of Q2 2024.

  • Symmetry Partners reported no remaining Okta position as of Q2 2024 after selling out during the quarter.
  • Symmetry Partners sold 2,110 Okta shares in Q2 2024, an estimated $221K.
  • Symmetry Partners first reported a position in Okta in Q4 2018 and held it in 7 quarters.
  • Symmetry Partners's Okta position peaked at $551K in Q4 2019.
  • 638 funds tracked by Wall St. Rank held Okta as of Q2 2024.

Based on Symmetry Partners's 13F filing for Q2 2024, filed 11 Jul 2024.