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Morse Asset Management’s Okta OKTA Stock Holding History

Morse Asset 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
2021
Q1 		– Sell
-900
Closed -$229K – 158
2020
Q4 		$229K Buy
+900
New +$214K 0.06% 131
2020
Q3 		– Sell
-1,215
Closed -$243K – 134
2020
Q2 		$243K Buy
+1,215
New +$206K 0.09% 108

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Morse Asset Management's OKTA Position: Q1 2021 in Review

Morse Asset Management sold out of Okta (OKTA) in Q1 2021, closing a stake of 900 shares — an estimated $229K sold.

Morse Asset Management first reported a position in OKTA in Q2 2020 and held it in 2 quarters. The position peaked at $243K in Q2 2020. 677 funds tracked by Wall St. Rank hold OKTA as of Q1 2021.

  • Morse Asset Management reported no remaining Okta position as of Q1 2021 after selling out during the quarter.
  • Morse Asset Management sold 900 Okta shares in Q1 2021, an estimated $229K.
  • Morse Asset Management first reported a position in Okta in Q2 2020 and held it in 2 quarters.
  • Morse Asset Management's Okta position peaked at $243K in Q2 2020.
  • 677 funds tracked by Wall St. Rank held Okta as of Q1 2021.

Based on Morse Asset Management's 13F filing for Q1 2021, filed 13 May 2021.