Mizuho Securities USA’s Okta OKTA Stock Holding History

Mizuho Securities USA’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	-17,100	Closed	-$1.2M	–	139
2018 Q3	$1.2M	Sell	17,100 -18,500	-52%	-$1.1M	0.09%	82
2018 Q2	$1.79M	Buy	+35,600	New	+$1.69M	0.18%	73

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

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 Baltimore, Maryland $865B AUM 30.76% 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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mizuho Securities USA's OKTA Position: Q4 2018 in Review

Mizuho Securities USA sold out of Okta (OKTA) in Q4 2018, closing a stake of 17,100 shares — an estimated $1.2M sold.

Mizuho Securities USA first reported a position in OKTA in Q2 2018 and held it in 2 quarters. The position peaked at $1.79M in Q2 2018. 323 funds tracked by Wall St. Rank hold OKTA as of Q4 2018.

Mizuho Securities USA reported no remaining Okta position as of Q4 2018 after selling out during the quarter.
Mizuho Securities USA sold 17,100 Okta shares in Q4 2018, an estimated $1.2M.
Mizuho Securities USA first reported a position in Okta in Q2 2018 and held it in 2 quarters.
Mizuho Securities USA's Okta position peaked at $1.79M in Q2 2018.
323 funds tracked by Wall St. Rank held Okta as of Q4 2018.

Based on Mizuho Securities USA's 13F filing for Q4 2018, filed 4 Feb 2019.