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BG
Bollard Group’s
Okta
OKTA
Stock Holding History
Bollard Group’s Portfolio
OKTA Stock Details
OKTA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-26,200
Closed
-$5.87M
–
442
2021
Q4
$5.87M
Buy
26,200
+400
+2%
+$95.3K
0.19%
72
2021
Q3
$6.12M
Hold
25,800
–
–
0.2%
72
2021
Q2
$6.31M
Sell
25,800
-30,800
-54%
-$7.43M
0.2%
68
2021
Q1
$12.5M
Hold
56,600
–
–
0.44%
36
2020
Q4
$14.4M
Sell
56,600
-1,500
-3%
-$357K
0.54%
31
2020
Q3
$12.4M
Hold
58,100
–
–
0.45%
35
2020
Q2
$11.6M
Hold
58,100
–
–
0.46%
36
2020
Q1
$7.1M
Hold
58,100
–
–
0.32%
49
2019
Q4
$6.7M
Hold
58,100
–
–
0.22%
66
2019
Q3
$5.72M
Hold
58,100
–
–
0.2%
70
2019
Q2
$7.18M
Hold
58,100
–
–
0.25%
62
2019
Q1
$4.81M
Buy
58,100
+12,300
+27%
+$974K
0.18%
76
2018
Q4
$2.92M
Buy
45,800
+44,800
+4,480%
+$2.66M
0.13%
82
2018
Q3
$70K
Buy
+1,000
New
+$59.5K
﹤0.01%
204
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1-Year Est. Return
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Sands Capital Management
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$25.5B AUM
26.46%
1-Year Est. Return
DMC
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Larchmont, New York
$622M AUM
24.27%
1-Year Est. Return
Allianz Asset Management
Munich, Germany
$86.6B AUM
38.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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