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Winslow Evans & Crocker’s Okta OKTA Stock Holding History

Winslow Evans & Crocker’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
Q4 		$140K Buy
552
+32
+6% +$7.61K 0.03% 388
2020
Q3 		$111K Buy
520
+40
+8% +$8.34K 0.03% 345
2020
Q2 		$96K Hold
480
– – 0.03% 364
2020
Q1 		$60K Sell
480
-30
-6% -$3.76K 0.02% 407
2019
Q4 		$60K Hold
510
– – 0.02% 471
2019
Q3 		$52K Buy
510
+20
+4% +$2.5K 0.01% 488
2019
Q2 		$62K Sell
490
-150
-23% -$16.3K 0.02% 474
2019
Q1 		$54K Sell
640
-236
-27% -$18.7K 0.02% 475
2018
Q4 		$56K Buy
+876
New +$51.9K 0.02% 447

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Winslow Evans & Crocker's OKTA Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Okta (OKTA) stake by 6.2% in Q4 2020, buying an estimated $7.61K and bringing the position to 552 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #388.

Winslow Evans & Crocker first reported a position in OKTA in Q4 2018 and has held it in 9 quarters since. 720 funds tracked by Wall St. Rank hold OKTA as of Q4 2020.

  • Winslow Evans & Crocker held 552 shares of Okta worth $140K as of Q4 2020.
  • Winslow Evans & Crocker bought 32 Okta shares in Q4 2020, an estimated $7.61K.
  • Okta made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #388 holding.
  • Winslow Evans & Crocker first reported a position in Okta in Q4 2018 and has held it in 9 quarters since.
  • 720 funds tracked by Wall St. Rank held Okta as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.