Alera Investment Advisors’s Okta OKTA Stock Holding History

Alera Investment Advisors’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 Q2	–	Sell	-42	Closed	-$3K	–	709
2019 Q1	$3K	Buy	42 +17	+68%	+$1.35K	﹤0.01%	746
2018 Q4	$2K	Buy	+25	New	+$1.48K	﹤0.01%	782

Other funds holding OKTA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GGHC

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alera Investment Advisors's OKTA Position: Q2 2019 in Review

Alera Investment Advisors sold out of Okta (OKTA) in Q2 2019, closing a stake of 42 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in OKTA in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 445 funds tracked by Wall St. Rank hold OKTA as of Q2 2019.

Alera Investment Advisors reported no remaining Okta position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 42 Okta shares in Q2 2019, an estimated $3K.
Alera Investment Advisors first reported a position in Okta in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's Okta position peaked at $3K in Q1 2019.
445 funds tracked by Wall St. Rank held Okta as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.