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Atlas Private Wealth Management’s Okta OKTA Stock Holding History

Atlas Private Wealth Management’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
2020
Q3 		– Sell
-30
Closed -$6K – 450
2020
Q2 		$6K Buy
+30
New +$5.09K ﹤0.01% 375

Other funds holding OKTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Atlas Private Wealth Management's OKTA Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Okta (OKTA) in Q3 2020, closing a stake of 30 shares — an estimated $6K sold.

Atlas Private Wealth Management first reported a position in OKTA in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 611 funds tracked by Wall St. Rank hold OKTA as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Okta position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 30 Okta shares in Q3 2020, an estimated $6K.
  • Atlas Private Wealth Management first reported a position in Okta in Q2 2020 and held it in 1 quarter.
  • Atlas Private Wealth Management's Okta position peaked at $6K in Q2 2020.
  • 611 funds tracked by Wall St. Rank held Okta as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.