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Synovus Financial’s Okta OKTA Stock Holding History

Synovus 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
2022
Q4 		– Sell
-6,926
Closed -$394K – 884
2022
Q3 		$394K Sell
6,926
-52
-0.7% -$4.47K ﹤0.01% 637
2022
Q2 		$631K Buy
6,978
+103
+1% +$11.1K 0.01% 527
2022
Q1 		$1.04M Sell
6,875
-591
-8% -$106K 0.01% 426
2021
Q4 		$1.67M Buy
7,466
+192
+3% +$45.7K 0.02% 358
2021
Q3 		$1.72M Sell
7,274
-409
-5% -$102K 0.02% 338
2021
Q2 		$1.87M Sell
7,683
-779
-9% -$188K 0.02% 315
2021
Q1 		$1.86M Buy
8,462
+434
+5% +$109K 0.02% 283
2020
Q4 		$2.05M Buy
8,028
+503
+7% +$120K 0.02% 274
2020
Q3 		$1.61M Buy
7,525
+1,820
+32% +$379K 0.02% 284
2020
Q2 		$1.14M Sell
5,705
-3,158
-36% -$536K 0.02% 305
2020
Q1 		$1.08M Buy
8,863
+2,891
+48% +$363K 0.02% 353
2019
Q4 		$689K Buy
5,972
+184
+3% +$21.2K 0.01% 400
2019
Q3 		$570K Buy
5,788
+308
+6% +$38.5K 0.01% 426
2019
Q2 		$677K Buy
5,480
+5,420
+9,033% +$588K 0.01% 402
2019
Q1 		$4K Buy
+60
New +$4.75K ﹤0.01% 1260

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Synovus Financial's OKTA Position: Q4 2022 in Review

Synovus Financial sold out of Okta (OKTA) in Q4 2022, closing a stake of 6,926 shares — an estimated $394K sold.

Synovus Financial first reported a position in OKTA in Q1 2019 and held it in 15 quarters. The position peaked at $2.05M in Q4 2020. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Synovus Financial reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Synovus Financial sold 6,926 Okta shares in Q4 2022, an estimated $394K.
  • Synovus Financial first reported a position in Okta in Q1 2019 and held it in 15 quarters.
  • Synovus Financial's Okta position peaked at $2.05M in Q4 2020.
  • 581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Synovus Financial's 13F filing for Q4 2022, filed 6 Feb 2023.