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Professional Financial Advisors’s Okta OKTA Stock Holding History

Professional Financial 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
Q3 		– Sell
-1,240
Closed -$248K – 351
2020
Q2 		$248K Buy
+1,240
New +$211K 0.33% 55

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Professional Financial Advisors's OKTA Position: Q3 2020 in Review

Professional Financial Advisors sold out of Okta (OKTA) in Q3 2020, closing a stake of 1,240 shares — an estimated $248K sold.

Professional Financial Advisors first reported a position in OKTA in Q2 2020 and held it in 1 quarter. The position peaked at $248K in Q2 2020. 611 funds tracked by Wall St. Rank hold OKTA as of Q3 2020.

  • Professional Financial Advisors reported no remaining Okta position as of Q3 2020 after selling out during the quarter.
  • Professional Financial Advisors sold 1,240 Okta shares in Q3 2020, an estimated $248K.
  • Professional Financial Advisors first reported a position in Okta in Q2 2020 and held it in 1 quarter.
  • Professional Financial Advisors's Okta position peaked at $248K in Q2 2020.
  • 611 funds tracked by Wall St. Rank held Okta as of Q3 2020.

Based on Professional Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.