MBE Wealth Management’s Okta OKTA Stock Holding History

MBE 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	–	Sell	-45	Closed	-$5K	–	372
2020 Q1	$5K	Buy	+45	New	+$5.65K	﹤0.01%	375

Other funds holding OKTA

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

MBE Wealth Management sold out of Okta (OKTA) in Q2 2020, closing a stake of 45 shares — an estimated $5K sold.

MBE Wealth Management first reported a position in OKTA in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2020.

MBE Wealth Management reported no remaining Okta position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 45 Okta shares in Q2 2020, an estimated $5K.
MBE Wealth Management first reported a position in Okta in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Okta position peaked at $5K in Q1 2020.
606 funds tracked by Wall St. Rank held Okta as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.