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BKS Advisors’s Okta OKTA Stock Holding History

BKS 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
Q1 		$554K Sell
6,700
-1,200
-15% -$95K 0.22% 108
2018
Q4 		$504K Sell
7,900
-500
-6% -$29.6K 0.23% 106
2018
Q3 		$591K Sell
8,400
-1,302
-13% -$77.5K 0.22% 116
2018
Q2 		$489K Buy
+9,702
New +$462K 0.17% 132

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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

BKS Advisors's OKTA Position: Q1 2019 in Review

BKS Advisors reduced its Okta (OKTA) stake by 15% in Q1 2019, selling an estimated $95K and leaving 6,700 shares worth $554K. The position accounts for 0.22% of the portfolio, ranked #108.

BKS Advisors first reported a position in OKTA in Q2 2018 and has held it in 4 quarters since. The position peaked at $591K in Q3 2018. 377 funds tracked by Wall St. Rank hold OKTA as of Q1 2019.

  • BKS Advisors held 6,700 shares of Okta worth $554K as of Q1 2019.
  • BKS Advisors sold 1,200 Okta shares in Q1 2019, an estimated $95K.
  • Okta made up 0.22% of BKS Advisors's portfolio in Q1 2019, its #108 holding.
  • BKS Advisors first reported a position in Okta in Q2 2018 and has held it in 4 quarters since.
  • BKS Advisors's Okta position peaked at $591K in Q3 2018.
  • 377 funds tracked by Wall St. Rank held Okta as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.