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Optimal Asset Management’s Okta OKTA Stock Holding History

Optimal 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
Q3 		$691K Buy
2,910
+10
+0.3% +$2.48K 0.09% 280
2021
Q2 		$710K Hold
2,900
– – 0.08% 290
2021
Q1 		$639K Buy
+2,900
New +$729K 0.08% 288

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Optimal Asset Management's OKTA Position: Q3 2021 in Review

Optimal Asset Management increased its Okta (OKTA) stake by 0.34% in Q3 2021, buying an estimated $2.48K and bringing the position to 2,910 shares worth $691K. The position accounts for 0.09% of the portfolio, ranked #280.

Optimal Asset Management first reported a position in OKTA in Q1 2021 and has held it in 3 quarters since. The position peaked at $710K in Q2 2021. 731 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

  • Optimal Asset Management held 2,910 shares of Okta worth $691K as of Q3 2021.
  • Optimal Asset Management bought 10 Okta shares in Q3 2021, an estimated $2.48K.
  • Okta made up 0.09% of Optimal Asset Management's portfolio in Q3 2021, its #280 holding.
  • Optimal Asset Management first reported a position in Okta in Q1 2021 and has held it in 3 quarters since.
  • Optimal Asset Management's Okta position peaked at $710K in Q2 2021.
  • 731 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.