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Cornerstone Advisors (Washington)’s Okta OKTA Stock Holding History

Cornerstone Advisors (Washington)’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 		$120K Buy
562
+9
+2% +$1.88K 0.01% 159
2020
Q2 		$111K Buy
553
+126
+30% +$21.4K 0.01% 153
2020
Q1 		$52K Buy
427
+364
+578% +$45.7K 0.01% 215
2019
Q4 		$7K Buy
63
+36
+133% +$4.14K ﹤0.01% 466
2019
Q3 		$3K Sell
27
-23
-46% -$2.87K ﹤0.01% 546
2019
Q2 		$6K Buy
+50
New +$5.43K ﹤0.01% 889

Other funds holding OKTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Cornerstone Advisors (Washington)'s OKTA Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Okta (OKTA) stake by 1.6% in Q3 2020, buying an estimated $1.88K and bringing the position to 562 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #159.

Cornerstone Advisors (Washington) first reported a position in OKTA in Q2 2019 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold OKTA as of Q3 2020.

  • Cornerstone Advisors (Washington) held 562 shares of Okta worth $120K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 9 Okta shares in Q3 2020, an estimated $1.88K.
  • Okta made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #159 holding.
  • Cornerstone Advisors (Washington) first reported a position in Okta in Q2 2019 and has held it in 6 quarters since.
  • 612 funds tracked by Wall St. Rank held Okta as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.