Advisor Group’s Okta OKTA Stock Holding History

Advisor Group’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
2019 Q4	$1.63M	Sell	14,167 -1,590	-10%	-$183K	0.01%	919
2019 Q3	$1.55M	Sell	15,757 -3,773	-19%	-$471K	0.01%	885
2019 Q2	$2.41M	Sell	19,530 -3,295	-14%	-$358K	0.02%	683
2019 Q1	$1.89M	Buy	22,825 +9,948	+77%	+$787K	0.02%	742
2018 Q4	$822K	Sell	12,877 -9,268	-42%	-$549K	0.01%	1064
2018 Q3	$1.56M	Buy	22,145 +17,071	+336%	+$1.02M	0.02%	756
2018 Q2	$256K	Buy	5,074 +2,001	+65%	+$95.2K	﹤0.01%	1791
2018 Q1	$123K	Buy	3,073 +2,906	+1,740%	+$97K	﹤0.01%	2385
2017 Q4	$4K	Buy	+167	New	+$4.67K	﹤0.01%	4500

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

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

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

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Advisor Group's OKTA Position: Q4 2019 in Review

Advisor Group reduced its Okta (OKTA) stake by 10% in Q4 2019, selling an estimated $183K and leaving 14,167 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #919.

Advisor Group first reported a position in OKTA in Q4 2017 and has held it in 9 quarters since. The position peaked at $2.41M in Q2 2019. 463 funds tracked by Wall St. Rank hold OKTA as of Q4 2019.

Advisor Group held 14,167 shares of Okta worth $1.63M as of Q4 2019.
Advisor Group sold 1,590 Okta shares in Q4 2019, an estimated $183K.
Okta made up 0.01% of Advisor Group's portfolio in Q4 2019, its #919 holding.
Advisor Group first reported a position in Okta in Q4 2017 and has held it in 9 quarters since.
Advisor Group's Okta position peaked at $2.41M in Q2 2019.
463 funds tracked by Wall St. Rank held Okta as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.