JOYN Advisors’s Okta OKTA Stock Holding History

JOYN 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	-225	Closed	-$14K	–	991
2018 Q4	$14K	Hold	225	–	–	﹤0.01%	821
2018 Q3	$16K	Hold	225	–	–	﹤0.01%	774
2018 Q2	$11K	Buy	+225	New	+$10.7K	﹤0.01%	874

Other funds holding OKTA

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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 New York $59.5B AUM 51.63% 1-Year Est. Return

JOYN Advisors's OKTA Position: Q1 2019 in Review

JOYN Advisors sold out of Okta (OKTA) in Q1 2019, closing a stake of 225 shares — an estimated $14K sold.

JOYN Advisors first reported a position in OKTA in Q2 2018 and held it in 3 quarters. The position peaked at $16K in Q3 2018. 377 funds tracked by Wall St. Rank hold OKTA as of Q1 2019.

JOYN Advisors reported no remaining Okta position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 225 Okta shares in Q1 2019, an estimated $14K.
JOYN Advisors first reported a position in Okta in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Okta position peaked at $16K in Q3 2018.
377 funds tracked by Wall St. Rank held Okta as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.