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CSat Investment Advisory’s Okta OKTA Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-348
Closed -$74K – 818
2020
Q3 		$74K Buy
348
+31
+10% +$6.46K 0.01% 581
2020
Q2 		$63K Sell
317
-128
-29% -$21.7K 0.01% 637
2020
Q1 		$54K Buy
445
+76
+21% +$9.54K 0.01% 503
2019
Q4 		$43K Buy
369
+46
+14% +$5.3K 0.01% 643
2019
Q3 		$32K Buy
323
+46
+17% +$5.75K 0.01% 638
2019
Q2 		$34K Buy
+277
New +$30.1K 0.01% 634

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's OKTA Position: Q4 2020 in Review

CSat Investment Advisory sold out of Okta (OKTA) in Q4 2020, closing a stake of 348 shares — an estimated $74K sold.

CSat Investment Advisory first reported a position in OKTA in Q2 2019 and held it in 6 quarters. The position peaked at $74K in Q3 2020. 721 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

  • CSat Investment Advisory reported no remaining Okta position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 348 Okta shares in Q4 2020, an estimated $74K.
  • CSat Investment Advisory first reported a position in Okta in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Okta position peaked at $74K in Q3 2020.
  • 721 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.