Thompson Siegel & Walmsley’s Okta OKTA Stock Holding History

Thompson Siegel & Walmsley’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 Q4	–	Sell	-13	Closed	-$3K	–	678
2020 Q3	$3K	Hold	13	–	–	﹤0.01%	625
2020 Q2	$3K	Hold	13	–	–	﹤0.01%	629
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	630
2019 Q4	$1K	Buy	+13	New	+$1.5K	﹤0.01%	761

Other funds holding OKTA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Thompson Siegel & Walmsley's OKTA Position: Q4 2020 in Review

Thompson Siegel & Walmsley sold out of Okta (OKTA) in Q4 2020, closing a stake of 13 shares — an estimated $3K sold.

Thompson Siegel & Walmsley first reported a position in OKTA in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2020. 721 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

Thompson Siegel & Walmsley reported no remaining Okta position as of Q4 2020 after selling out during the quarter.
Thompson Siegel & Walmsley sold 13 Okta shares in Q4 2020, an estimated $3K.
Thompson Siegel & Walmsley first reported a position in Okta in Q4 2019 and held it in 4 quarters.
Thompson Siegel & Walmsley's Okta position peaked at $3K in Q3 2020.
721 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Thompson Siegel & Walmsley's 13F filing for Q4 2020, filed 8 Feb 2021.