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Allen Operations’s Okta OKTA Stock Holding History

Allen Operations’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
-120,641
Closed -$14.9M – 31
2019
Q2 		$14.9M Hold
120,641
– – 5.83% 7
2019
Q1 		$9.98M Hold
120,641
– – 4.1% 9
2018
Q4 		$7.7M Hold
120,641
– – 3.77% 10
2018
Q3 		$8.49M Hold
120,641
– – 3.06% 9
2018
Q2 		$6.08M Buy
120,641
+11,100
+10% +$528K 2.24% 10
2018
Q1 		$4.37M Buy
109,541
+12,040
+12% +$402K 1.21% 12
2017
Q4 		$2.5M Buy
97,501
+24,859
+34% +$695K 0.86% 13
2017
Q3 		$2.05M Hold
72,642
– – 1.82% 13
2017
Q2 		$1.66M Buy
+72,642
New +$1.8M 1.6% 13

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Allen Operations's OKTA Position: Q3 2019 in Review

Allen Operations sold out of Okta (OKTA) in Q3 2019, closing a stake of 120,641 shares — an estimated $14.9M sold.

Allen Operations first reported a position in OKTA in Q2 2017 and held it in 9 quarters. The position peaked at $14.9M in Q2 2019. 463 funds tracked by Wall St. Rank hold OKTA as of Q3 2019.

  • Allen Operations reported no remaining Okta position as of Q3 2019 after selling out during the quarter.
  • Allen Operations sold 120,641 Okta shares in Q3 2019, an estimated $14.9M.
  • Allen Operations first reported a position in Okta in Q2 2017 and held it in 9 quarters.
  • Allen Operations's Okta position peaked at $14.9M in Q2 2019.
  • 463 funds tracked by Wall St. Rank held Okta as of Q3 2019.

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