First Allied Advisory Services’s Okta OKTA Stock Holding History

First Allied Advisory Services’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	$2.2M	Buy	10,272 +2,879	+39%	+$600K	0.07%	277
2020 Q2	$1.48M	Buy	7,393 +1,204	+19%	+$204K	0.05%	341
2020 Q1	$757K	Buy	6,189 +1,851	+43%	+$232K	0.03%	471
2019 Q4	$500K	Buy	4,338 +395	+10%	+$45.5K	0.02%	713
2019 Q3	$392K	Buy	+3,943	New	+$492K	0.01%	776
2018 Q2	–	Sell	-18,125	Closed	-$723K	–	1218
2018 Q1	$723K	Buy	+18,125	New	+$605K	0.03%	548

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 $3.37T AUM 44.26% 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

First Allied Advisory Services's OKTA Position: Q3 2020 in Review

First Allied Advisory Services increased its Okta (OKTA) stake by 39% in Q3 2020, buying an estimated $600K and bringing the position to 10,272 shares worth $2.2M. The position accounts for 0.07% of the portfolio, ranked #277.

First Allied Advisory Services first reported a position in OKTA in Q1 2018 and has held it in 6 quarters since. 611 funds tracked by Wall St. Rank hold OKTA as of Q3 2020.

First Allied Advisory Services held 10,272 shares of Okta worth $2.2M as of Q3 2020.
First Allied Advisory Services bought 2,879 Okta shares in Q3 2020, an estimated $600K.
Okta made up 0.07% of First Allied Advisory Services's portfolio in Q3 2020, its #277 holding.
First Allied Advisory Services first reported a position in Okta in Q1 2018 and has held it in 6 quarters since.
611 funds tracked by Wall St. Rank held Okta as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.