World Asset Management’s Okta OKTA Stock Holding History

World Asset Management’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 Q3	$421K	Sell	1,774 -189	-10%	-$46.9K	0.04%	457
2021 Q2	$480K	Sell	1,963 -49	-2%	-$11.8K	0.04%	441
2021 Q1	$543K	Sell	2,012 -119	-6%	-$29.9K	0.05%	402
2020 Q4	$542K	Buy	2,131 +62	+3%	+$14.7K	0.05%	365
2020 Q3	$442K	Sell	2,069 -4	-0.2%	-$834	0.05%	394
2020 Q2	$415K	Buy	2,073 +150	+8%	+$25.5K	0.05%	387
2020 Q1	$235K	Sell	1,923 -1,104	-36%	-$139K	0.02%	696
2019 Q4	$349K	Sell	3,027 -433	-13%	-$49.9K	0.02%	744
2019 Q3	$341K	Buy	3,460 +87	+3%	+$10.9K	0.02%	784
2019 Q2	$417K	Buy	3,373 +574	+21%	+$62.3K	0.02%	719
2019 Q1	$232K	Buy	+2,799	New	+$222K	0.01%	972
2018 Q4	–	Sell	-2,919	Closed	-$205K	–	1178
2018 Q3	$205K	Buy	+2,919	New	+$174K	0.01%	1163

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

World Asset Management's OKTA Position: Q3 2021 in Review

World Asset Management reduced its Okta (OKTA) stake by 9.6% in Q3 2021, selling an estimated $46.9K and leaving 1,774 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #457.

World Asset Management first reported a position in OKTA in Q3 2018 and has held it in 12 quarters since. The position peaked at $543K in Q1 2021. 731 funds tracked by Wall St. Rank hold OKTA as of Q3 2021.

World Asset Management held 1,774 shares of Okta worth $421K as of Q3 2021.
World Asset Management sold 189 Okta shares in Q3 2021, an estimated $46.9K.
Okta made up 0.04% of World Asset Management's portfolio in Q3 2021, its #457 holding.
World Asset Management first reported a position in Okta in Q3 2018 and has held it in 12 quarters since.
World Asset Management's Okta position peaked at $543K in Q1 2021.
731 funds tracked by Wall St. Rank held Okta as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.