SIAS
OKTA icon

Shine Investment Advisory Services’s Okta OKTA Stock Holding History

Shine Investment Advisory Services’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 		$80K Sell
373
-164
-31% -$34.2K 0.03% 226
2020
Q2 		$108K Buy
537
+156
+41% +$26.5K 0.04% 187
2020
Q1 		$47K Hold
381
– – 0.02% 275
2019
Q4 		$44K Hold
381
– – 0.02% 350
2019
Q3 		$38K Hold
381
– – 0.02% 361
2019
Q2 		$47K Buy
+381
New +$41.3K 0.02% 319

Other funds holding OKTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Shine Investment Advisory Services's OKTA Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Okta (OKTA) stake by 31% in Q3 2020, selling an estimated $34.2K and leaving 373 shares worth $80K. The position accounts for 0.03% of the portfolio, ranked #226.

Shine Investment Advisory Services first reported a position in OKTA in Q2 2019 and has held it in 6 quarters since. The position peaked at $108K in Q2 2020. 612 funds tracked by Wall St. Rank hold OKTA as of Q3 2020.

  • Shine Investment Advisory Services held 373 shares of Okta worth $80K as of Q3 2020.
  • Shine Investment Advisory Services sold 164 Okta shares in Q3 2020, an estimated $34.2K.
  • Okta made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #226 holding.
  • Shine Investment Advisory Services first reported a position in Okta in Q2 2019 and has held it in 6 quarters since.
  • Shine Investment Advisory Services's Okta position peaked at $108K in Q2 2020.
  • 612 funds tracked by Wall St. Rank held Okta as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.