Roberts, Glore & Co’s Okta OKTA Stock Holding History

Roberts, Glore & Co’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	-1,075	Closed	-$215K	–	181
2020 Q2	$215K	Buy	+1,075	New	+$183K	0.08%	154

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

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

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

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

Roberts, Glore & Co's OKTA Position: Q3 2020 in Review

Roberts, Glore & Co sold out of Okta (OKTA) in Q3 2020, closing a stake of 1,075 shares — an estimated $215K sold.

Roberts, Glore & Co first reported a position in OKTA in Q2 2020 and held it in 1 quarter. The position peaked at $215K in Q2 2020. 611 funds tracked by Wall St. Rank hold OKTA as of Q3 2020.

Roberts, Glore & Co reported no remaining Okta position as of Q3 2020 after selling out during the quarter.
Roberts, Glore & Co sold 1,075 Okta shares in Q3 2020, an estimated $215K.
Roberts, Glore & Co first reported a position in Okta in Q2 2020 and held it in 1 quarter.
Roberts, Glore & Co's Okta position peaked at $215K in Q2 2020.
611 funds tracked by Wall St. Rank held Okta as of Q3 2020.

Based on Roberts, Glore & Co's 13F filing for Q3 2020, filed 6 Nov 2020.