Ladenburg Thalmann Financial Services’s Okta OKTA Stock Holding History

Ladenburg Thalmann 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
2019 Q4	$2.44M	Buy	21,359 +1,084	+5%	+$125K	0.02%	766
2019 Q3	$2M	Buy	20,275 +2,995	+17%	+$374K	0.01%	818
2019 Q2	$2.13M	Sell	17,280 -965	-5%	-$105K	0.02%	779
2019 Q1	$1.51M	Buy	18,245 +4,877	+36%	+$386K	0.01%	919
2018 Q4	$834K	Sell	13,368 -1,587	-11%	-$94.1K	0.01%	1163
2018 Q3	$1.05M	Buy	14,955 +12,322	+468%	+$734K	0.01%	1092
2018 Q2	$105K	Hold	2,633	–	–	﹤0.01%	2717
2018 Q1	$105K	Buy	2,633 +1,933	+276%	+$64.5K	﹤0.01%	2717
2017 Q4	$18K	Hold	700	–	–	﹤0.01%	3856
2017 Q3	$20K	Buy	+700	New	+$17.7K	﹤0.01%	3684

Other funds holding OKTA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Ladenburg Thalmann Financial Services's OKTA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Okta (OKTA) stake by 5.3% in Q4 2019, buying an estimated $125K and bringing the position to 21,359 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #766.

Ladenburg Thalmann Financial Services first reported a position in OKTA in Q3 2017 and has held it in 10 quarters since. 464 funds tracked by Wall St. Rank hold OKTA as of Q4 2019.

Ladenburg Thalmann Financial Services held 21,359 shares of Okta worth $2.44M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,084 Okta shares in Q4 2019, an estimated $125K.
Okta made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #766 holding.
Ladenburg Thalmann Financial Services first reported a position in Okta in Q3 2017 and has held it in 10 quarters since.
464 funds tracked by Wall St. Rank held Okta as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.