PFG Advisors’s Okta OKTA Stock Holding History

PFG Advisors’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 Q2	–	Sell	-4,135	Closed	-$631K	–	314
2020 Q1	$631K	Buy	4,135 +40	+1%	+$5.02K	0.17%	155
2019 Q4	$514K	Buy	+4,095	New	+$471K	0.13%	182

Other funds holding OKTA

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

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

PFG Advisors's OKTA Position: Q2 2020 in Review

PFG Advisors sold out of Okta (OKTA) in Q2 2020, closing a stake of 4,135 shares — an estimated $631K sold.

PFG Advisors first reported a position in OKTA in Q4 2019 and held it in 2 quarters. The position peaked at $631K in Q1 2020. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2020.

PFG Advisors reported no remaining Okta position as of Q2 2020 after selling out during the quarter.
PFG Advisors sold 4,135 Okta shares in Q2 2020, an estimated $631K.
PFG Advisors first reported a position in Okta in Q4 2019 and held it in 2 quarters.
PFG Advisors's Okta position peaked at $631K in Q1 2020.
606 funds tracked by Wall St. Rank held Okta as of Q2 2020.

Based on PFG Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.