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James Investment Research’s Okta OKTA Stock Holding History

James Investment Research’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
2021
Q1 		– Sell
-220
Closed -$56K – 535
2020
Q4 		$56K Buy
220
+124
+129% +$29.5K 0.01% 376
2020
Q3 		$21K Sell
96
-95
-50% -$19.8K ﹤0.01% 400
2020
Q2 		$38K Buy
+191
New +$32.4K ﹤0.01% 353

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

James Investment Research's OKTA Position: Q1 2021 in Review

James Investment Research sold out of Okta (OKTA) in Q1 2021, closing a stake of 220 shares — an estimated $56K sold.

James Investment Research first reported a position in OKTA in Q2 2020 and held it in 3 quarters. The position peaked at $56K in Q4 2020. 677 funds tracked by Wall St. Rank hold OKTA as of Q1 2021.

  • James Investment Research reported no remaining Okta position as of Q1 2021 after selling out during the quarter.
  • James Investment Research sold 220 Okta shares in Q1 2021, an estimated $56K.
  • James Investment Research first reported a position in Okta in Q2 2020 and held it in 3 quarters.
  • James Investment Research's Okta position peaked at $56K in Q4 2020.
  • 677 funds tracked by Wall St. Rank held Okta as of Q1 2021.

Based on James Investment Research's 13F filing for Q1 2021, filed 22 Apr 2021.