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Johanson Financial Advisors’s Okta OKTA Stock Holding History

Johanson Financial Advisors’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
Q1 		– Sell
-46,148
Closed -$400K – 192
2019
Q4 		$400K Buy
+46,148
New +$5.31M 0.02% 199

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Johanson Financial Advisors's OKTA Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Okta (OKTA) in Q1 2020, closing a stake of 46,148 shares — an estimated $400K sold.

Johanson Financial Advisors first reported a position in OKTA in Q4 2019 and held it in 1 quarter. The position peaked at $400K in Q4 2019. 500 funds tracked by Wall St. Rank hold OKTA as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Okta position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 46,148 Okta shares in Q1 2020, an estimated $400K.
  • Johanson Financial Advisors first reported a position in Okta in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Okta position peaked at $400K in Q4 2019.
  • 500 funds tracked by Wall St. Rank held Okta as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.