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TRUE Private Wealth Advisors’s Okta OKTA Stock Holding History

TRUE Private Wealth 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
-100
Closed -$11K – 783
2019
Q4 		$11K Buy
+100
New +$11.5K ﹤0.01% 587
2019
Q3 		– Sell
-80
Closed -$9K – 566
2019
Q2 		$9K Buy
+80
New +$8.68K ﹤0.01% 565
2018
Q4 		– Sell
-151
Closed -$10.6K – 709
2018
Q3 		$10.6K Buy
+151
New +$8.99K ﹤0.01% 746

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

TRUE Private Wealth Advisors's OKTA Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Okta (OKTA) in Q1 2020, closing a stake of 100 shares — an estimated $11K sold.

TRUE Private Wealth Advisors first reported a position in OKTA in Q3 2018 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 500 funds tracked by Wall St. Rank hold OKTA as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining Okta position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 100 Okta shares in Q1 2020, an estimated $11K.
  • TRUE Private Wealth Advisors first reported a position in Okta in Q3 2018 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's Okta position peaked at $11K in Q4 2019.
  • 500 funds tracked by Wall St. Rank held Okta as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.