Beck Capital Management’s Okta OKTA Stock Holding History

Beck Capital Management’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	-4,224	Closed	-$522K	–	108
2019 Q2	$522K	Buy	+4,224	New	+$458K	0.28%	64
2018 Q4	–	Sell	-100,048	Closed	-$7.04M	–	96
2018 Q3	$7.04M	Buy	100,048 +795	+0.8%	+$47.3K	3.03%	6
2018 Q2	$5M	Buy	99,253 +73,380	+284%	+$3.49M	2.42%	12
2018 Q1	$1.03M	Buy	+25,873	New	+$863K	0.47%	53

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Beck Capital Management's OKTA Position: Q3 2019 in Review

Beck Capital Management sold out of Okta (OKTA) in Q3 2019, closing a stake of 4,224 shares — an estimated $522K sold.

Beck Capital Management first reported a position in OKTA in Q1 2018 and held it in 4 quarters. The position peaked at $7.04M in Q3 2018. 463 funds tracked by Wall St. Rank hold OKTA as of Q3 2019.

Beck Capital Management reported no remaining Okta position as of Q3 2019 after selling out during the quarter.
Beck Capital Management sold 4,224 Okta shares in Q3 2019, an estimated $522K.
Beck Capital Management first reported a position in Okta in Q1 2018 and held it in 4 quarters.
Beck Capital Management's Okta position peaked at $7.04M in Q3 2018.
463 funds tracked by Wall St. Rank held Okta as of Q3 2019.

Based on Beck Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.