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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

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American Century Companies
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VOYA Investment Management
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First Trust Advisors
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CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return