PRW Wealth Management’s Okta OKTA Stock Holding History

PRW Wealth 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
2019 Q2	–	Sell	-22	Closed	-$1K	–	481
2019 Q1	$1K	Hold	22	–	–	﹤0.01%	621
2018 Q4	$1K	Buy	+22	New	+$1.3K	﹤0.01%	610

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PRW Wealth Management's OKTA Position: Q2 2019 in Review

PRW Wealth Management sold out of Okta (OKTA) in Q2 2019, closing a stake of 22 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in OKTA in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 445 funds tracked by Wall St. Rank hold OKTA as of Q2 2019.

PRW Wealth Management reported no remaining Okta position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 22 Okta shares in Q2 2019, an estimated $1K.
PRW Wealth Management first reported a position in Okta in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Okta position peaked at $1K in Q1 2019.
445 funds tracked by Wall St. Rank held Okta as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.