Nachman Norwood & Parrott’s Okta OKTA Stock Holding History

Nachman Norwood & Parrott’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 Q4	–	Sell	-742	Closed	-$159K	–	783
2020 Q3	$159K	Buy	+742	New	+$155K	0.02%	280

Other funds holding OKTA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nachman Norwood & Parrott's OKTA Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Okta (OKTA) in Q4 2020, closing a stake of 742 shares — an estimated $159K sold.

Nachman Norwood & Parrott first reported a position in OKTA in Q3 2020 and held it in 1 quarter. The position peaked at $159K in Q3 2020. 720 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

Nachman Norwood & Parrott reported no remaining Okta position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 742 Okta shares in Q4 2020, an estimated $159K.
Nachman Norwood & Parrott first reported a position in Okta in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's Okta position peaked at $159K in Q3 2020.
720 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.