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Houlihan Financial Resource Group’s Okta OKTA Stock Holding History

Houlihan Financial Resource Group’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 		$89K Buy
+405
New +$84.4K 0.05% 135

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

Houlihan Financial Resource Group's OKTA Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Okta (OKTA) in Q3 2020: 405 shares worth $89K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings.

611 funds tracked by Wall St. Rank hold OKTA as of Q3 2020.

  • Houlihan Financial Resource Group held 405 shares of Okta worth $89K as of Q3 2020.
  • Okta was a new Houlihan Financial Resource Group position in Q3 2020.
  • Okta made up 0.05% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #135 holding.
  • 611 funds tracked by Wall St. Rank held Okta as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.