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Fusion Family Wealth’s Okta OKTA Stock Holding History

Fusion Family Wealth’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 		– Sell
-1,040
Closed -$66K – 220
2018
Q4 		$66K Hold
1,040
– – 0.02% 100
2018
Q3 		$73K Buy
1,040
+398
+62% +$23.7K 0.02% 99
2018
Q2 		$32K Hold
642
– – 0.01% 154
2018
Q1 		$26K Buy
+642
New +$21.4K 0.01% 158

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

Fusion Family Wealth's OKTA Position: Q1 2019 in Review

Fusion Family Wealth sold out of Okta (OKTA) in Q1 2019, closing a stake of 1,040 shares — an estimated $66K sold.

Fusion Family Wealth first reported a position in OKTA in Q1 2018 and held it in 4 quarters. The position peaked at $73K in Q3 2018. 377 funds tracked by Wall St. Rank hold OKTA as of Q1 2019.

  • Fusion Family Wealth reported no remaining Okta position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 1,040 Okta shares in Q1 2019, an estimated $66K.
  • Fusion Family Wealth first reported a position in Okta in Q1 2018 and held it in 4 quarters.
  • Fusion Family Wealth's Okta position peaked at $73K in Q3 2018.
  • 377 funds tracked by Wall St. Rank held Okta as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.