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Mainstay Capital Management’s Okta OKTA Stock Holding History

Mainstay Capital Management’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
-200
Closed -$14K – 293
2018
Q3 		$14K Hold
200
– – 0.01% 316
2018
Q2 		$10K Hold
200
– – 0.01% 324
2018
Q1 		$7K Buy
+200
New +$6.67K 0.01% 258

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

Mainstay Capital Management's OKTA Position: Q4 2018 in Review

Mainstay Capital Management sold out of Okta (OKTA) in Q4 2018, closing a stake of 200 shares — an estimated $14K sold.

Mainstay Capital Management first reported a position in OKTA in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 323 funds tracked by Wall St. Rank hold OKTA as of Q4 2018.

  • Mainstay Capital Management reported no remaining Okta position as of Q4 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 200 Okta shares in Q4 2018, an estimated $14K.
  • Mainstay Capital Management first reported a position in Okta in Q1 2018 and held it in 3 quarters.
  • Mainstay Capital Management's Okta position peaked at $14K in Q3 2018.
  • 323 funds tracked by Wall St. Rank held Okta as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.