Financial Architects (New Jersey)’s Okta OKTA Stock Holding History

Financial Architects (New Jersey)’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	-450	Closed	-$90K	–	603
2020 Q2	$90K	Hold	450	–	–	0.02%	340
2020 Q1	$55K	Hold	450	–	–	0.02%	378
2019 Q4	$52K	Hold	450	–	–	0.01%	424
2019 Q3	$44K	Sell	450 -406	-47%	-$50.7K	0.01%	464
2019 Q2	$106K	Sell	856 -300	-26%	-$32.6K	0.02%	364
2019 Q1	$95K	Sell	1,156 -200	-15%	-$15.8K	0.02%	465
2018 Q4	$86K	Buy	1,356 +600	+79%	+$35.6K	0.02%	434
2018 Q3	$53K	Sell	756 -100	-12%	-$5.96K	0.01%	620
2018 Q2	$43K	Buy	856 +200	+30%	+$9.52K	0.01%	610
2018 Q1	$26K	Buy	656 +506	+337%	+$16.9K	0.01%	814
2017 Q4	$4K	Hold	150	–	–	﹤0.01%	1339
2017 Q3	$4K	Sell	150 -450	-75%	-$11.4K	﹤0.01%	1320
2017 Q2	$14K	Buy	+600	New	+$14.8K	﹤0.01%	1060

Other funds holding OKTA

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

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

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

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

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

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

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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Financial Architects (New Jersey)'s OKTA Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Okta (OKTA) in Q3 2020, closing a stake of 450 shares — an estimated $90K sold.

Financial Architects (New Jersey) first reported a position in OKTA in Q2 2017 and held it in 13 quarters. The position peaked at $106K in Q2 2019. 611 funds tracked by Wall St. Rank hold OKTA as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Okta position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 450 Okta shares in Q3 2020, an estimated $90K.
Financial Architects (New Jersey) first reported a position in Okta in Q2 2017 and held it in 13 quarters.
Financial Architects (New Jersey)'s Okta position peaked at $106K in Q2 2019.
611 funds tracked by Wall St. Rank held Okta as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.