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Tortoise Index Solutions’s Okta OKTA Stock Holding History

Tortoise Index Solutions’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
2019
Q4 		– Sell
-1,222
Closed -$120K – 133
2019
Q3 		$120K Buy
1,222
+514
+73% +$64.2K 0.04% 96
2019
Q2 		$87K Buy
708
+38
+6% +$4.12K 0.03% 105
2019
Q1 		$55K Buy
+670
New +$53K 0.02% 115

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
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
State Street
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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Tortoise Index Solutions's OKTA Position: Q4 2019 in Review

Tortoise Index Solutions sold out of Okta (OKTA) in Q4 2019, closing a stake of 1,222 shares — an estimated $120K sold.

Tortoise Index Solutions first reported a position in OKTA in Q1 2019 and held it in 3 quarters. The position peaked at $120K in Q3 2019. 463 funds tracked by Wall St. Rank hold OKTA as of Q4 2019.

  • Tortoise Index Solutions reported no remaining Okta position as of Q4 2019 after selling out during the quarter.
  • Tortoise Index Solutions sold 1,222 Okta shares in Q4 2019, an estimated $120K.
  • Tortoise Index Solutions first reported a position in Okta in Q1 2019 and held it in 3 quarters.
  • Tortoise Index Solutions's Okta position peaked at $120K in Q3 2019.
  • 463 funds tracked by Wall St. Rank held Okta as of Q4 2019.

Based on Tortoise Index Solutions's 13F filing for Q4 2019, filed 14 Feb 2020.