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Columbia Partners Investment Management’s Okta OKTA Stock Holding History

Columbia Partners Investment 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
2018
Q3 		– Sell
-15,199
Closed -$765K – 158
2018
Q2 		$765K Sell
15,199
-18,468
-55% -$879K 0.22% 125
2018
Q1 		$1.34M Buy
+33,667
New +$1.12M 0.17% 159

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 $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Columbia Partners Investment Management's OKTA Position: Q3 2018 in Review

Columbia Partners Investment Management sold out of Okta (OKTA) in Q3 2018, closing a stake of 15,199 shares — an estimated $765K sold.

Columbia Partners Investment Management first reported a position in OKTA in Q1 2018 and held it in 2 quarters. The position peaked at $1.34M in Q1 2018. 311 funds tracked by Wall St. Rank hold OKTA as of Q3 2018.

  • Columbia Partners Investment Management reported no remaining Okta position as of Q3 2018 after selling out during the quarter.
  • Columbia Partners Investment Management sold 15,199 Okta shares in Q3 2018, an estimated $765K.
  • Columbia Partners Investment Management first reported a position in Okta in Q1 2018 and held it in 2 quarters.
  • Columbia Partners Investment Management's Okta position peaked at $1.34M in Q1 2018.
  • 311 funds tracked by Wall St. Rank held Okta as of Q3 2018.

Based on Columbia Partners Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.