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Berman Capital Advisors’s Okta OKTA Stock Holding History

Berman Capital Advisors’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 		$424K Buy
1,792
+101
+6% +$25.1K 0.07% 152
2021
Q2 		$413K Buy
1,691
+301
+22% +$72.7K 0.07% 138
2021
Q1 		$305K Buy
1,390
+14
+1% +$3.52K 0.06% 145
2020
Q4 		$349K Buy
1,376
+6
+0.4% +$1.43K 0.08% 109
2020
Q3 		$292K Sell
1,370
-410
-23% -$85.5K 0.08% 106
2020
Q2 		$355K Buy
1,780
+1,384
+349% +$235K 0.09% 87
2020
Q1 		$47K Sell
396
-16
-4% -$2.01K 0.02% 302
2019
Q4 		$46K Buy
412
+86
+26% +$9.9K 0.01% 335
2019
Q3 		$32K Sell
326
-887
-73% -$111K 0.01% 392
2019
Q2 		$149K Buy
1,213
+14
+1% +$1.52K 0.05% 160
2019
Q1 		$98K Buy
1,199
+1,108
+1,218% +$87.7K 0.03% 197
2018
Q4 		$5K Buy
+91
New +$5.39K ﹤0.01% 696

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Berman Capital Advisors's OKTA Position: Q3 2021 in Review

Berman Capital Advisors increased its Okta (OKTA) stake by 6% in Q3 2021, buying an estimated $25.1K and bringing the position to 1,792 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #152.

Berman Capital Advisors first reported a position in OKTA in Q4 2018 and has held it in 12 quarters since. 732 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

  • Berman Capital Advisors held 1,792 shares of Okta worth $424K as of Q3 2021.
  • Berman Capital Advisors bought 101 Okta shares in Q3 2021, an estimated $25.1K.
  • Okta made up 0.07% of Berman Capital Advisors's portfolio in Q3 2021, its #152 holding.
  • Berman Capital Advisors first reported a position in Okta in Q4 2018 and has held it in 12 quarters since.
  • 732 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.