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Allen Holding’s Okta OKTA Stock Holding History

Allen Holding’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
Q3 		– Sell
-119,267
Closed -$14.7M – 10
2019
Q2 		$14.7M Buy
119,267
+42,560
+55% +$4.62M 2.24% 4
2019
Q1 		$6.35M Hold
76,707
– – 1.05% 6
2018
Q4 		$4.89M Hold
76,707
– – 0.83% 6
2018
Q3 		$5.4M Hold
76,707
– – 0.85% 6
2018
Q2 		$3.86M Buy
76,707
+18,500
+32% +$880K 0.7% 6
2018
Q1 		$2.32M Buy
58,207
+18,968
+48% +$633K 0.42% 7
2017
Q4 		$1M Buy
+39,239
New +$1.1M 0.19% 8

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allianz Asset Management
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

Allen Holding's OKTA Position: Q3 2019 in Review

Allen Holding sold out of Okta (OKTA) in Q3 2019, closing a stake of 119,267 shares — an estimated $14.7M sold.

Allen Holding first reported a position in OKTA in Q4 2017 and held it in 7 quarters. The position peaked at $14.7M in Q2 2019. 462 funds tracked by Wall St. Rank hold OKTA as of Q3 2019.

  • Allen Holding reported no remaining Okta position as of Q3 2019 after selling out during the quarter.
  • Allen Holding sold 119,267 Okta shares in Q3 2019, an estimated $14.7M.
  • Allen Holding first reported a position in Okta in Q4 2017 and held it in 7 quarters.
  • Allen Holding's Okta position peaked at $14.7M in Q2 2019.
  • 462 funds tracked by Wall St. Rank held Okta as of Q3 2019.

Based on Allen Holding's 13F filing for Q3 2019, filed 6 Nov 2019.