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Neuburgh Advisers’s Okta OKTA Stock Holding History

Neuburgh Advisers’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
Q3 		$250K Sell
2,544
-240
-9% -$30K 0.01% 627
2019
Q2 		$344K Buy
2,784
+2,016
+263% +$219K 0.01% 556
2019
Q1 		$64K Buy
+768
New +$60.8K ﹤0.01% 832

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Neuburgh Advisers's OKTA Position: Q3 2019 in Review

Neuburgh Advisers reduced its Okta (OKTA) stake by 8.6% in Q3 2019, selling an estimated $30K and leaving 2,544 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #627.

Neuburgh Advisers first reported a position in OKTA in Q1 2019 and has held it in 3 quarters since. The position peaked at $344K in Q2 2019. 462 funds tracked by Wall St. Rank hold OKTA as of Q3 2019.

  • Neuburgh Advisers held 2,544 shares of Okta worth $250K as of Q3 2019.
  • Neuburgh Advisers sold 240 Okta shares in Q3 2019, an estimated $30K.
  • Okta made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #627 holding.
  • Neuburgh Advisers first reported a position in Okta in Q1 2019 and has held it in 3 quarters since.
  • Neuburgh Advisers's Okta position peaked at $344K in Q2 2019.
  • 462 funds tracked by Wall St. Rank held Okta as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.