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 Q4	–	Sell	-125	Closed	-$2K	–	434
2020 Q3	$2K	Hold	125	–	–	﹤0.01%	390
2020 Q2	$4K	Buy	+125	New	+$21.2K	﹤0.01%	576

Other funds holding OKTA

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

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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.