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Howe & Rusling’s Okta OKTA Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-27
Closed -$3K – 872
2020
Q1 		$3K Sell
27
-24
-47% -$3.01K ﹤0.01% 585
2019
Q4 		$6K Hold
51
– – ﹤0.01% 533
2019
Q3 		$5K Hold
51
– – ﹤0.01% 560
2019
Q2 		$6K Sell
51
-1
-2% -$109 ﹤0.01% 511
2019
Q1 		$4K Sell
52
-6
-10% -$475 ﹤0.01% 577
2018
Q4 		$4K Buy
+58
New +$3.44K ﹤0.01% 574

Other funds holding OKTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Howe & Rusling's OKTA Position: Q2 2020 in Review

Howe & Rusling sold out of Okta (OKTA) in Q2 2020, closing a stake of 27 shares — an estimated $3K sold.

Howe & Rusling first reported a position in OKTA in Q4 2018 and held it in 6 quarters. The position peaked at $6K in Q4 2019. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2020.

  • Howe & Rusling reported no remaining Okta position as of Q2 2020 after selling out during the quarter.
  • Howe & Rusling sold 27 Okta shares in Q2 2020, an estimated $3K.
  • Howe & Rusling first reported a position in Okta in Q4 2018 and held it in 6 quarters.
  • Howe & Rusling's Okta position peaked at $6K in Q4 2019.
  • 606 funds tracked by Wall St. Rank held Okta as of Q2 2020.

Based on Howe & Rusling's 13F filing for Q2 2020, filed 15 Jul 2020.