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HL Financial Services’s Okta OKTA Stock Holding History

HL Financial Services’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
Q4 		– Sell
-14,698
Closed -$1.03M – 764
2018
Q3 		$1.03M Sell
14,698
-5,749
-28% -$342K 0.02% 378
2018
Q2 		$1.03M Buy
20,447
+918
+5% +$43.7K 0.02% 365
2018
Q1 		$778K Buy
+19,529
New +$652K 0.01% 406

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 $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HL Financial Services's OKTA Position: Q4 2018 in Review

HL Financial Services sold out of Okta (OKTA) in Q4 2018, closing a stake of 14,698 shares — an estimated $1.03M sold.

HL Financial Services first reported a position in OKTA in Q1 2018 and held it in 3 quarters. The position peaked at $1.03M in Q3 2018. 323 funds tracked by Wall St. Rank hold OKTA as of Q4 2018.

  • HL Financial Services reported no remaining Okta position as of Q4 2018 after selling out during the quarter.
  • HL Financial Services sold 14,698 Okta shares in Q4 2018, an estimated $1.03M.
  • HL Financial Services first reported a position in Okta in Q1 2018 and held it in 3 quarters.
  • HL Financial Services's Okta position peaked at $1.03M in Q3 2018.
  • 323 funds tracked by Wall St. Rank held Okta as of Q4 2018.

Based on HL Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.