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Edge Wealth Management’s Okta OKTA Stock Holding History

Edge Wealth 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
Q3 		– Sell
-250
Closed -$52.1K – 576
2020
Q2 		$50K Hold
250
– – 0.01% 273
2020
Q1 		$31K Hold
250
– – 0.01% 279
2019
Q4 		$29K Hold
250
– – 0.01% 299
2019
Q3 		$24K Hold
250
– – 0.01% 316
2019
Q2 		$31K Hold
250
– – 0.01% 301
2019
Q1 		$21K Hold
250
– – 0.01% 326
2018
Q4 		$16K Hold
250
– – ﹤0.01% 354
2018
Q3 		$18K Hold
250
– – ﹤0.01% 377
2018
Q2 		$13K Hold
250
– – ﹤0.01% 391
2018
Q1 		$10K Buy
+250
New +$8.34K ﹤0.01% 384

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 $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Edge Wealth Management's OKTA Position: Q3 2020 in Review

Edge Wealth Management sold out of Okta (OKTA) in Q3 2020, closing a stake of 250 shares — an estimated $52.1K sold.

Edge Wealth Management first reported a position in OKTA in Q1 2018 and held it in 10 quarters. The position peaked at $50K in Q2 2020. 611 funds tracked by Wall St. Rank hold OKTA as of Q3 2020.

  • Edge Wealth Management reported no remaining Okta position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 250 Okta shares in Q3 2020, an estimated $52.1K.
  • Edge Wealth Management first reported a position in Okta in Q1 2018 and held it in 10 quarters.
  • Edge Wealth Management's Okta position peaked at $50K in Q2 2020.
  • 611 funds tracked by Wall St. Rank held Okta as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.