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Advisory Research’s Okta OKTA Stock Holding History

Advisory Research’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
Q3 		– Sell
-1,609
Closed -$394K – 396
2021
Q2 		$394K Buy
+1,609
New +$388K 0.03% 288
2021
Q1 		– Sell
-1,371
Closed -$349K – 373
2020
Q4 		$349K Buy
1,371
+267
+24% +$63.5K 0.03% 282
2020
Q3 		$236K Sell
1,104
-637
-37% -$133K 0.02% 285
2020
Q2 		$349K Sell
1,741
-891
-34% -$151K 0.03% 272
2020
Q1 		$322K Sell
2,632
-734
-22% -$92.1K 0.02% 236
2019
Q4 		$388K Buy
+3,366
New +$388K 0.02% 259

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Advisory Research's OKTA Position: Q3 2021 in Review

Advisory Research sold out of Okta (OKTA) in Q3 2021, closing a stake of 1,609 shares — an estimated $394K sold.

Advisory Research first reported a position in OKTA in Q4 2019 and held it in 6 quarters. The position peaked at $394K in Q2 2021. 732 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

  • Advisory Research reported no remaining Okta position as of Q3 2021 after selling out during the quarter.
  • Advisory Research sold 1,609 Okta shares in Q3 2021, an estimated $394K.
  • Advisory Research first reported a position in Okta in Q4 2019 and held it in 6 quarters.
  • Advisory Research's Okta position peaked at $394K in Q2 2021.
  • 732 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Advisory Research's 13F filing for Q3 2021, filed 12 Nov 2021.