Doheny Asset Management’s Okta OKTA Stock Holding History

Doheny Asset Management’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	-2,870	Closed	-$614K	–	102
2020 Q3	$614K	Buy	+2,870	New	+$598K	0.51%	50

Other funds holding OKTA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Doheny Asset Management's OKTA Position: Q4 2020 in Review

Doheny Asset Management sold out of Okta (OKTA) in Q4 2020, closing a stake of 2,870 shares — an estimated $614K sold.

Doheny Asset Management first reported a position in OKTA in Q3 2020 and held it in 1 quarter. The position peaked at $614K in Q3 2020. 720 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

Doheny Asset Management reported no remaining Okta position as of Q4 2020 after selling out during the quarter.
Doheny Asset Management sold 2,870 Okta shares in Q4 2020, an estimated $614K.
Doheny Asset Management first reported a position in Okta in Q3 2020 and held it in 1 quarter.
Doheny Asset Management's Okta position peaked at $614K in Q3 2020.
720 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Doheny Asset Management's 13F filing for Q4 2020, filed 26 Feb 2021.