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Lenox Wealth Management’s Okta OKTA Stock Holding History

Lenox Wealth 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
Q2 		$20K Buy
+100
New +$17K 0.01% 354

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Lenox Wealth Management's OKTA Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Okta (OKTA) in Q2 2020: 100 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings.

605 funds tracked by Wall St. Rank hold OKTA as of Q2 2020.

  • Lenox Wealth Management held 100 shares of Okta worth $20K as of Q2 2020.
  • Okta was a new Lenox Wealth Management position in Q2 2020.
  • Okta made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #354 holding.
  • 605 funds tracked by Wall St. Rank held Okta as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.