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Summit Wealth & Retirement Planning’s Okta OKTA Stock Holding History

Summit Wealth & Retirement Planning’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
-6,170
Closed -$754K – 114
2020
Q1 		$754K Sell
6,170
-165
-3% -$20.7K 0.4% 53
2019
Q4 		$731K Buy
+6,335
New +$729K 0.33% 64

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Summit Wealth & Retirement Planning's OKTA Position: Q2 2020 in Review

Summit Wealth & Retirement Planning sold out of Okta (OKTA) in Q2 2020, closing a stake of 6,170 shares — an estimated $754K sold.

Summit Wealth & Retirement Planning first reported a position in OKTA in Q4 2019 and held it in 2 quarters. The position peaked at $754K in Q1 2020. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2020.

  • Summit Wealth & Retirement Planning reported no remaining Okta position as of Q2 2020 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 6,170 Okta shares in Q2 2020, an estimated $754K.
  • Summit Wealth & Retirement Planning first reported a position in Okta in Q4 2019 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's Okta position peaked at $754K in Q1 2020.
  • 606 funds tracked by Wall St. Rank held Okta as of Q2 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2020, filed 13 Aug 2020.