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WealthStone’s Okta OKTA Stock Holding History

WealthStone’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
2021
Q1 		$206K Buy
936
+32
+4% +$8.04K 0.07% 250
2020
Q4 		$230K Sell
904
-131
-13% -$31.1K 0.08% 183
2020
Q3 		$221K Sell
1,035
-1,654
-62% -$345K 0.1% 148
2020
Q2 		$538K Buy
+2,689
New +$457K 0.26% 56

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

WealthStone's OKTA Position: Q1 2021 in Review

WealthStone increased its Okta (OKTA) stake by 3.5% in Q1 2021, buying an estimated $8.04K and bringing the position to 936 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #250.

WealthStone first reported a position in OKTA in Q2 2020 and has held it in 4 quarters since. The position peaked at $538K in Q2 2020. 677 funds tracked by Wall St. Rank hold OKTA as of Q1 2021.

  • WealthStone held 936 shares of Okta worth $206K as of Q1 2021.
  • WealthStone bought 32 Okta shares in Q1 2021, an estimated $8.04K.
  • Okta made up 0.07% of WealthStone's portfolio in Q1 2021, its #250 holding.
  • WealthStone first reported a position in Okta in Q2 2020 and has held it in 4 quarters since.
  • WealthStone's Okta position peaked at $538K in Q2 2020.
  • 677 funds tracked by Wall St. Rank held Okta as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.