QS Investors’s Okta OKTA Stock Holding History

QS Investors’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	-800	Closed	-$98K	–	1688
2020 Q1	$98K	Hold	800	–	–	﹤0.01%	1264
2019 Q4	$94K	Hold	800	–	–	﹤0.01%	1405
2019 Q3	$79K	Buy	+800	New	+$99.9K	﹤0.01%	1433
2019 Q1	–	Sell	-42,225	Closed	-$2.69M	–	1809
2018 Q4	$2.69M	Hold	42,225	–	–	0.03%	413
2018 Q3	$2.97M	Sell	42,225 -10,481	-20%	-$624K	0.03%	477
2018 Q2	$2.65M	Sell	52,706 -1,535	-3%	-$73.1K	0.03%	511
2018 Q1	$2.16M	Hold	54,241	–	–	0.02%	554
2017 Q4	$1.39M	Hold	54,241	–	–	0.01%	717
2017 Q3	$1.53M	Buy	+54,241	New	+$1.38M	0.01%	696

Other funds holding OKTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return