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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
2019
Q2 		– Sell
-600
Closed -$50K – 1385
2019
Q1 		$50K Buy
+600
New +$47.5K 0.01% 607
2018
Q4 		– Sell
-600
Closed -$42K – 1445
2018
Q3 		$42K Buy
+600
New +$35.7K 0.01% 683

Other funds holding OKTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 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. 612 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.
  • 612 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.