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Altshuler Shaham’s Okta OKTA Stock Holding History

Altshuler Shaham’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
-75
Closed -$18K – 629
2021
Q2 		$18K Buy
+75
New +$18.1K ﹤0.01% 530
2020
Q4 		– Sell
-258
Closed -$55K – 445
2020
Q3 		$55K Buy
258
+59
+30% +$12.3K ﹤0.01% 218
2020
Q2 		$40K Buy
+199
New +$33.8K ﹤0.01% 209
2019
Q4 		– Sell
-52
Closed -$5K – 586
2019
Q3 		$5K Sell
52
-100
-66% -$12.5K ﹤0.01% 356
2019
Q2 		$19K Buy
+152
New +$16.5K ﹤0.01% 206

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

Altshuler Shaham's OKTA Position: Q3 2021 in Review

Altshuler Shaham sold out of Okta (OKTA) in Q3 2021, closing a stake of 75 shares — an estimated $18K sold.

Altshuler Shaham first reported a position in OKTA in Q2 2019 and held it in 5 quarters. The position peaked at $55K in Q3 2020. 732 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

  • Altshuler Shaham reported no remaining Okta position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 75 Okta shares in Q3 2021, an estimated $18K.
  • Altshuler Shaham first reported a position in Okta in Q2 2019 and held it in 5 quarters.
  • Altshuler Shaham's Okta position peaked at $55K in Q3 2020.
  • 732 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.