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Rehmann Capital Advisory Group’s Okta OKTA Stock Holding History

Rehmann Capital Advisory Group’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
Q1 		– Sell
-1,304
Closed -$553K – 526
2020
Q4 		$553K Buy
+1,304
New +$310K 0.06% 246
2019
Q3 		– Sell
-1,264
Closed -$156K – 1981
2019
Q2 		$156K Sell
1,264
-4,698
-79% -$510K 0.02% 487
2019
Q1 		$493K Buy
5,962
+5,007
+524% +$396K 0.07% 221
2018
Q4 		$60.9K Sell
955
-6,417
-87% -$380K 0.01% 528
2018
Q3 		$519K Buy
7,372
+3,239
+78% +$193K 0.07% 209
2018
Q2 		$208K Buy
+4,133
New +$197K 0.03% 363

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Rehmann Capital Advisory Group's OKTA Position: Q1 2021 in Review

Rehmann Capital Advisory Group sold out of Okta (OKTA) in Q1 2021, closing a stake of 1,304 shares — an estimated $553K sold.

Rehmann Capital Advisory Group first reported a position in OKTA in Q2 2018 and held it in 6 quarters. The position peaked at $553K in Q4 2020. 676 funds tracked by Wall St. Rank hold OKTA as of Q1 2021.

  • Rehmann Capital Advisory Group reported no remaining Okta position as of Q1 2021 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 1,304 Okta shares in Q1 2021, an estimated $553K.
  • Rehmann Capital Advisory Group first reported a position in Okta in Q2 2018 and held it in 6 quarters.
  • Rehmann Capital Advisory Group's Okta position peaked at $553K in Q4 2020.
  • 676 funds tracked by Wall St. Rank held Okta as of Q1 2021.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2021, filed 26 May 2021.