Symphony Financial’s Okta OKTA Stock Holding History

Symphony Financial’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 Q2	–	Sell	-1,191	Closed	-$272K	–	186
2021 Q1	$272K	Buy	1,191 +17	+1%	+$4.27K	0.07%	165
2020 Q4	$294K	Buy	1,174 +30	+3%	+$7.13K	0.11%	128
2020 Q3	$245K	Buy	+1,144	New	+$238K	0.1%	120

Other funds holding OKTA

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

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

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

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

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

DVC

Deer VIII & Co Larchmont, New York $3.56B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Symphony Financial's OKTA Position: Q2 2021 in Review

Symphony Financial sold out of Okta (OKTA) in Q2 2021, closing a stake of 1,191 shares — an estimated $272K sold.

Symphony Financial first reported a position in OKTA in Q3 2020 and held it in 3 quarters. The position peaked at $294K in Q4 2020. 700 funds tracked by Wall St. Rank hold OKTA as of Q2 2021.

Symphony Financial reported no remaining Okta position as of Q2 2021 after selling out during the quarter.
Symphony Financial sold 1,191 Okta shares in Q2 2021, an estimated $272K.
Symphony Financial first reported a position in Okta in Q3 2020 and held it in 3 quarters.
Symphony Financial's Okta position peaked at $294K in Q4 2020.
700 funds tracked by Wall St. Rank held Okta as of Q2 2021.

Based on Symphony Financial's 13F filing for Q2 2021, filed 13 Jul 2021.