Clear Perspective Advisors’s Okta OKTA Stock Holding History

Clear Perspective 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 Q1	–	Sell	-901	Closed	-$229K	–	158
2020 Q4	$229K	Sell	901 -82	-8%	-$19.5K	0.09%	133
2020 Q3	$1.41M	Sell	983 -67	-6%	-$14K	0.66%	28
2020 Q2	$210K	Buy	+1,050	New	+$178K	0.11%	116
2018 Q2	–	Sell	-650	Closed	-$30.9K	–	279
2018 Q1	$26K	Buy	+650	New	+$21.7K	0.02%	288

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Clear Perspective Advisors's OKTA Position: Q1 2021 in Review

Clear Perspective Advisors sold out of Okta (OKTA) in Q1 2021, closing a stake of 901 shares — an estimated $229K sold.

Clear Perspective Advisors first reported a position in OKTA in Q1 2018 and held it in 4 quarters. The position peaked at $1.41M in Q3 2020. 677 funds tracked by Wall St. Rank hold OKTA as of Q1 2021.

Clear Perspective Advisors reported no remaining Okta position as of Q1 2021 after selling out during the quarter.
Clear Perspective Advisors sold 901 Okta shares in Q1 2021, an estimated $229K.
Clear Perspective Advisors first reported a position in Okta in Q1 2018 and held it in 4 quarters.
Clear Perspective Advisors's Okta position peaked at $1.41M in Q3 2020.
677 funds tracked by Wall St. Rank held Okta as of Q1 2021.

Based on Clear Perspective Advisors's 13F filing for Q1 2021, filed 14 May 2021.