Gideon Capital Advisors’s Okta OKTA Stock Holding History

Gideon Capital 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 Q4	–	Sell	-12,709	Closed	-$1.25M	–	360
2019 Q3	$1.25M	Buy	12,709 +3,793	+43%	+$474K	0.41%	89
2019 Q2	$1.1M	Buy	8,916 +5,514	+162%	+$598K	0.38%	98
2019 Q1	$281K	Buy	+3,402	New	+$269K	0.1%	288
2018 Q1	–	Sell	-9,468	Closed	-$242K	–	432
2017 Q4	$242K	Buy	+9,468	New	+$265K	0.21%	218

Other funds holding OKTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Gideon Capital Advisors's OKTA Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Okta (OKTA) in Q4 2019, closing a stake of 12,709 shares — an estimated $1.25M sold.

Gideon Capital Advisors first reported a position in OKTA in Q4 2017 and held it in 4 quarters. The position peaked at $1.25M in Q3 2019. 464 funds tracked by Wall St. Rank hold OKTA as of Q4 2019.

Gideon Capital Advisors reported no remaining Okta position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 12,709 Okta shares in Q4 2019, an estimated $1.25M.
Gideon Capital Advisors first reported a position in Okta in Q4 2017 and held it in 4 quarters.
Gideon Capital Advisors's Okta position peaked at $1.25M in Q3 2019.
464 funds tracked by Wall St. Rank held Okta as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.