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Intercontinental Wealth Advisors’s Okta OKTA Stock Holding History

Intercontinental Wealth 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
Q1 		– Sell
-855
Closed -$55K – 448
2018
Q4 		$55K Buy
+855
New +$50.7K 0.03% 214

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

Intercontinental Wealth Advisors's OKTA Position: Q1 2019 in Review

Intercontinental Wealth Advisors sold out of Okta (OKTA) in Q1 2019, closing a stake of 855 shares — an estimated $55K sold.

Intercontinental Wealth Advisors first reported a position in OKTA in Q4 2018 and held it in 1 quarter. The position peaked at $55K in Q4 2018. 377 funds tracked by Wall St. Rank hold OKTA as of Q1 2019.

  • Intercontinental Wealth Advisors reported no remaining Okta position as of Q1 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 855 Okta shares in Q1 2019, an estimated $55K.
  • Intercontinental Wealth Advisors first reported a position in Okta in Q4 2018 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's Okta position peaked at $55K in Q4 2018.
  • 377 funds tracked by Wall St. Rank held Okta as of Q1 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.