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Oakbrook Investments’s Okta OKTA Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-2,275
Closed -$262K – 383
2019
Q4 		$262K Sell
2,275
-475
-17% -$54.7K 0.05% 500
2019
Q3 		$271K Hold
2,750
– – 0.02% 511
2019
Q2 		$340K Buy
+2,750
New +$298K 0.02% 468

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Oakbrook Investments's OKTA Position: Q1 2020 in Review

Oakbrook Investments sold out of Okta (OKTA) in Q1 2020, closing a stake of 2,275 shares — an estimated $262K sold.

Oakbrook Investments first reported a position in OKTA in Q2 2019 and held it in 3 quarters. The position peaked at $340K in Q2 2019. 501 funds tracked by Wall St. Rank hold OKTA as of Q1 2020.

  • Oakbrook Investments reported no remaining Okta position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 2,275 Okta shares in Q1 2020, an estimated $262K.
  • Oakbrook Investments first reported a position in Okta in Q2 2019 and held it in 3 quarters.
  • Oakbrook Investments's Okta position peaked at $340K in Q2 2019.
  • 501 funds tracked by Wall St. Rank held Okta as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.