Executive Wealth Management’s Okta OKTA Stock Holding History

Executive Wealth 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	-25	Closed	-$3K	–	573
2019 Q2	$3K	Hold	25	–	–	﹤0.01%	773
2019 Q1	$2K	Buy	+25	New	+$1.98K	﹤0.01%	741

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Executive Wealth Management's OKTA Position: Q3 2019 in Review

Executive Wealth Management sold out of Okta (OKTA) in Q3 2019, closing a stake of 25 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in OKTA in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 463 funds tracked by Wall St. Rank hold OKTA as of Q3 2019.

Executive Wealth Management reported no remaining Okta position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 25 Okta shares in Q3 2019, an estimated $3K.
Executive Wealth Management first reported a position in Okta in Q1 2019 and held it in 2 quarters.
Executive Wealth Management's Okta position peaked at $3K in Q2 2019.
463 funds tracked by Wall St. Rank held Okta as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.