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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Sands Capital Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors

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

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

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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