TrueWealth LLC’s Okta OKTA Stock Holding History

TrueWealth LLC’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	$54K	Hold	270	–	–	0.02%	269
2020 Q1	$33K	Hold	270	–	–	0.02%	299
2019 Q4	$31K	Hold	270	–	–	0.01%	323
2019 Q3	$27K	Hold	270	–	–	0.01%	336
2019 Q2	$33K	Buy	+270	New	+$29.3K	0.01%	312

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

TrueWealth LLC's OKTA Position: Q2 2020 in Review

TrueWealth LLC held its Okta (OKTA) position steady in Q2 2020 at 270 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #269.

TrueWealth LLC first reported a position in OKTA in Q2 2019 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold OKTA as of Q2 2020.

TrueWealth LLC held 270 shares of Okta worth $54K as of Q2 2020.
TrueWealth LLC left its Okta share count unchanged in Q2 2020.
Okta made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #269 holding.
TrueWealth LLC first reported a position in Okta in Q2 2019 and has held it in 5 quarters since.
606 funds tracked by Wall St. Rank held Okta as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.