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LS Investment Advisors’s Okta OKTA Stock Holding History

LS Investment 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
Q2 		– Sell
-147
Closed -$18K – 1692
2020
Q1 		$18K Sell
147
-739
-83% -$92.7K ﹤0.01% 1393
2019
Q4 		$102K Hold
886
– – 0.01% 1110
2019
Q3 		$87K Hold
886
– – 0.01% 1122
2019
Q2 		$109K Buy
+886
New +$96.2K 0.01% 1053

Other funds holding OKTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

LS Investment Advisors's OKTA Position: Q2 2020 in Review

LS Investment Advisors sold out of Okta (OKTA) in Q2 2020, closing a stake of 147 shares — an estimated $18K sold.

LS Investment Advisors first reported a position in OKTA in Q2 2019 and held it in 4 quarters. The position peaked at $109K in Q2 2019. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2020.

  • LS Investment Advisors reported no remaining Okta position as of Q2 2020 after selling out during the quarter.
  • LS Investment Advisors sold 147 Okta shares in Q2 2020, an estimated $18K.
  • LS Investment Advisors first reported a position in Okta in Q2 2019 and held it in 4 quarters.
  • LS Investment Advisors's Okta position peaked at $109K in Q2 2019.
  • 606 funds tracked by Wall St. Rank held Okta as of Q2 2020.

Based on LS Investment Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.