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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
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