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Jupiter Investment Management’s Okta OKTA Stock Holding History

Jupiter 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
Q1 		– Sell
-2,006
Closed -$231K – 457
2019
Q4 		$231K Sell
2,006
-1,896
-49% -$218K ﹤0.01% 407
2019
Q3 		$384K Buy
+3,902
New +$487K 0.01% 395

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

Jupiter Investment Management's OKTA Position: Q1 2020 in Review

Jupiter Investment Management sold out of Okta (OKTA) in Q1 2020, closing a stake of 2,006 shares — an estimated $231K sold.

Jupiter Investment Management first reported a position in OKTA in Q3 2019 and held it in 2 quarters. The position peaked at $384K in Q3 2019. 500 funds tracked by Wall St. Rank hold OKTA as of Q1 2020.

  • Jupiter Investment Management reported no remaining Okta position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 2,006 Okta shares in Q1 2020, an estimated $231K.
  • Jupiter Investment Management first reported a position in Okta in Q3 2019 and held it in 2 quarters.
  • Jupiter Investment Management's Okta position peaked at $384K in Q3 2019.
  • 500 funds tracked by Wall St. Rank held Okta as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.