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Ironwood Investment Management’s Okta OKTA Stock Holding History

Ironwood Investment Management’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
Q4 		– Sell
-4,460
Closed -$954K – 170
2020
Q3 		$954K Sell
4,460
-8
-0.2% -$1.67K 0.68% 45
2020
Q2 		$895K Sell
4,468
-25
-0.6% -$4.24K 0.7% 48
2020
Q1 		$549K Sell
4,493
-3,778
-46% -$474K 0.55% 68
2019
Q4 		$954K Sell
8,271
-609
-7% -$70.1K 0.66% 44
2019
Q3 		$874K Sell
8,880
-36
-0.4% -$4.5K 0.65% 47
2019
Q2 		$1.1M Sell
8,916
-5
-0.1% -$543 0.86% 33
2019
Q1 		$738K Sell
8,921
-223
-2% -$17.7K 0.6% 60
2018
Q4 		$583K Buy
+9,144
New +$542K 0.54% 68

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ironwood Investment Management's OKTA Position: Q4 2020 in Review

Ironwood Investment Management sold out of Okta (OKTA) in Q4 2020, closing a stake of 4,460 shares — an estimated $954K sold.

Ironwood Investment Management first reported a position in OKTA in Q4 2018 and held it in 8 quarters. The position peaked at $1.1M in Q2 2019. 721 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

  • Ironwood Investment Management reported no remaining Okta position as of Q4 2020 after selling out during the quarter.
  • Ironwood Investment Management sold 4,460 Okta shares in Q4 2020, an estimated $954K.
  • Ironwood Investment Management first reported a position in Okta in Q4 2018 and held it in 8 quarters.
  • Ironwood Investment Management's Okta position peaked at $1.1M in Q2 2019.
  • 721 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Ironwood Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.