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Ausdal Financial Partners’s Okta OKTA Stock Holding History

Ausdal Financial Partners’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
-3,889
Closed -$322K – 310
2019
Q1 		$322K Sell
3,889
-1,015
-21% -$80.3K 0.13% 192
2018
Q4 		$313K Buy
4,904
+201
+4% +$11.9K 0.15% 163
2018
Q3 		$331K Buy
+4,703
New +$280K 0.09% 259

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
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
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ausdal Financial Partners's OKTA Position: Q2 2019 in Review

Ausdal Financial Partners sold out of Okta (OKTA) in Q2 2019, closing a stake of 3,889 shares — an estimated $322K sold.

Ausdal Financial Partners first reported a position in OKTA in Q3 2018 and held it in 3 quarters. The position peaked at $331K in Q3 2018. 445 funds tracked by Wall St. Rank hold OKTA as of Q2 2019.

  • Ausdal Financial Partners reported no remaining Okta position as of Q2 2019 after selling out during the quarter.
  • Ausdal Financial Partners sold 3,889 Okta shares in Q2 2019, an estimated $322K.
  • Ausdal Financial Partners first reported a position in Okta in Q3 2018 and held it in 3 quarters.
  • Ausdal Financial Partners's Okta position peaked at $331K in Q3 2018.
  • 445 funds tracked by Wall St. Rank held Okta as of Q2 2019.

Based on Ausdal Financial Partners's 13F filing for Q2 2019, filed 5 Aug 2019.