Kore Private Wealth’s Okta OKTA Stock Holding History

Kore Private Wealth’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	-1,086	Closed	-$276K	–	388
2020 Q4	$276K	Buy	+1,086	New	+$258K	0.04%	252
2020 Q3	–	Sell	-29	Closed	-$5K	–	834
2020 Q2	$5K	Buy	+29	New	+$4.92K	﹤0.01%	921
2019 Q1	–	Sell	-12	Closed	-$1K	–	964
2018 Q4	$1K	Buy	+12	New	+$711	﹤0.01%	839

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Kore Private Wealth's OKTA Position: Q1 2021 in Review

Kore Private Wealth sold out of Okta (OKTA) in Q1 2021, closing a stake of 1,086 shares — an estimated $276K sold.

Kore Private Wealth first reported a position in OKTA in Q4 2018 and held it in 3 quarters. The position peaked at $276K in Q4 2020. 677 funds tracked by Wall St. Rank hold OKTA as of Q1 2021.

Kore Private Wealth reported no remaining Okta position as of Q1 2021 after selling out during the quarter.
Kore Private Wealth sold 1,086 Okta shares in Q1 2021, an estimated $276K.
Kore Private Wealth first reported a position in Okta in Q4 2018 and held it in 3 quarters.
Kore Private Wealth's Okta position peaked at $276K in Q4 2020.
677 funds tracked by Wall St. Rank held Okta as of Q1 2021.

Based on Kore Private Wealth's 13F filing for Q1 2021, filed 18 May 2021.