Symmetry Peak Management’s Okta OKTA Stock Holding History

Symmetry Peak 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
2020 Q4	–	Sell	-2,500	Closed	-$535K	–	99
2020 Q3	$535K	Buy	+2,500	New	+$521K	0.36%	42
2019 Q3	–	Sell	-3,000	Closed	-$371K	–	156
2019 Q2	$371K	Sell	3,000 -34,500	-92%	-$3.74M	0.09%	125
2019 Q1	$3.1M	Buy	37,500 +25,000	+200%	+$1.98M	0.75%	23
2018 Q4	$798K	Buy	+12,500	New	+$741K	0.49%	26
2018 Q3	–	Sell	-40,000	Closed	-$2.02M	–	181
2018 Q2	$2.02M	Buy	+40,000	New	+$1.9M	0.4%	35

Other funds holding OKTA

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Symmetry Peak Management's OKTA Position: Q4 2017 in Review

Symmetry Peak Management sold out of Okta (OKTA) in Q4 2017, closing a stake of 7,500 shares — an estimated $212K sold.

Symmetry Peak Management first reported a position in OKTA in Q3 2017 and held it in 1 quarter. The position peaked at $212K in Q3 2017. 152 funds tracked by Wall St. Rank hold OKTA as of Q4 2017.

Symmetry Peak Management reported no remaining Okta position as of Q4 2017 after selling out during the quarter.
Symmetry Peak Management sold 7,500 Okta shares in Q4 2017, an estimated $212K.
Symmetry Peak Management first reported a position in Okta in Q3 2017 and held it in 1 quarter.
Symmetry Peak Management's Okta position peaked at $212K in Q3 2017.
152 funds tracked by Wall St. Rank held Okta as of Q4 2017.

Based on Symmetry Peak Management's 13F filing for Q4 2017, filed 15 Feb 2018.