Newfound Research’s Okta OKTA Stock Holding History

Newfound Research’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	-180	Closed	-$38K	–	151
2020 Q3	$38K	Buy	+180	New	+$37.5K	0.11%	43

Other funds holding OKTA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Newfound Research's OKTA Position: Q4 2020 in Review

Newfound Research sold out of Okta (OKTA) in Q4 2020, closing a stake of 180 shares — an estimated $38K sold.

Newfound Research first reported a position in OKTA in Q3 2020 and held it in 1 quarter. The position peaked at $38K in Q3 2020. 721 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

Newfound Research reported no remaining Okta position as of Q4 2020 after selling out during the quarter.
Newfound Research sold 180 Okta shares in Q4 2020, an estimated $38K.
Newfound Research first reported a position in Okta in Q3 2020 and held it in 1 quarter.
Newfound Research's Okta position peaked at $38K in Q3 2020.
721 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Newfound Research's 13F filing for Q4 2020, filed 22 Jan 2021.