Paul John Balson’s Okta OKTA Stock Holding History

Paul John Balson’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	$526K	Hold	2,070	–	–	0.11%	53
2020 Q3	$443K	Hold	2,070	–	–	0.11%	52
2020 Q2	$414K	Buy	+2,070	New	+$351K	0.16%	49

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

Paul John Balson's OKTA Position: Q4 2020 in Review

Paul John Balson held its Okta (OKTA) position steady in Q4 2020 at 2,070 shares worth $526K. The position accounts for 0.11% of the portfolio, ranked #53.

Paul John Balson first reported a position in OKTA in Q2 2020 and has held it in 3 quarters since. 720 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

Paul John Balson held 2,070 shares of Okta worth $526K as of Q4 2020.
Paul John Balson left its Okta share count unchanged in Q4 2020.
Okta made up 0.11% of Paul John Balson's portfolio in Q4 2020, its #53 holding.
Paul John Balson first reported a position in Okta in Q2 2020 and has held it in 3 quarters since.
720 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.