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Ropes Wealth Advisors’s Okta OKTA Stock Holding History

Ropes Wealth Advisors’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
Q1 		– Sell
-596
Closed -$38K – 528
2018
Q4 		$38K Hold
596
– – 0.01% 329
2018
Q3 		$42K Buy
596
+298
+100% +$17.7K 0.01% 347
2018
Q2 		$15K Hold
298
– – ﹤0.01% 440
2018
Q1 		$12K Buy
+298
New +$9.94K ﹤0.01% 448

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Ropes Wealth Advisors's OKTA Position: Q1 2019 in Review

Ropes Wealth Advisors sold out of Okta (OKTA) in Q1 2019, closing a stake of 596 shares — an estimated $38K sold.

Ropes Wealth Advisors first reported a position in OKTA in Q1 2018 and held it in 4 quarters. The position peaked at $42K in Q3 2018. 377 funds tracked by Wall St. Rank hold OKTA as of Q1 2019.

  • Ropes Wealth Advisors reported no remaining Okta position as of Q1 2019 after selling out during the quarter.
  • Ropes Wealth Advisors sold 596 Okta shares in Q1 2019, an estimated $38K.
  • Ropes Wealth Advisors first reported a position in Okta in Q1 2018 and held it in 4 quarters.
  • Ropes Wealth Advisors's Okta position peaked at $42K in Q3 2018.
  • 377 funds tracked by Wall St. Rank held Okta as of Q1 2019.

Based on Ropes Wealth Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.