Tobias Financial Advisors’s Okta OKTA Stock Holding History

Tobias Financial Advisors’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 Q1	–	Sell	-25	Closed	-$2K	–	207
2019 Q4	$2K	Buy	+25	New	+$2.88K	﹤0.01%	255

Other funds holding OKTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Tobias Financial Advisors's OKTA Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Okta (OKTA) in Q1 2020, closing a stake of 25 shares — an estimated $2K sold.

Tobias Financial Advisors first reported a position in OKTA in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 500 funds tracked by Wall St. Rank hold OKTA as of Q1 2020.

Tobias Financial Advisors reported no remaining Okta position as of Q1 2020 after selling out during the quarter.
Tobias Financial Advisors sold 25 Okta shares in Q1 2020, an estimated $2K.
Tobias Financial Advisors first reported a position in Okta in Q4 2019 and held it in 1 quarter.
Tobias Financial Advisors's Okta position peaked at $2K in Q4 2019.
500 funds tracked by Wall St. Rank held Okta as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.