SeaCrest Wealth Management’s Okta OKTA Stock Holding History

SeaCrest 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	-544	Closed	-$45K	–	1424
2019 Q1	$45K	Sell	544 -70	-11%	-$5.54K	0.01%	979
2018 Q4	$39K	Sell	614 -686	-53%	-$40.7K	0.01%	988
2018 Q3	$91K	Hold	1,300	–	–	0.02%	777
2018 Q2	$65K	Buy	1,300 +1,000	+333%	+$47.6K	0.01%	882
2018 Q1	$12K	Sell	300 -200	-40%	-$6.67K	﹤0.01%	1519
2017 Q4	$13K	Buy	+500	New	+$14K	﹤0.01%	1511

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

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

SeaCrest Wealth Management sold out of Okta (OKTA) in Q2 2019, closing a stake of 544 shares — an estimated $45K sold.

SeaCrest Wealth Management first reported a position in OKTA in Q4 2017 and held it in 6 quarters. The position peaked at $91K in Q3 2018. 445 funds tracked by Wall St. Rank hold OKTA as of Q2 2019.

SeaCrest Wealth Management reported no remaining Okta position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 544 Okta shares in Q2 2019, an estimated $45K.
SeaCrest Wealth Management first reported a position in Okta in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Okta position peaked at $91K in Q3 2018.
445 funds tracked by Wall St. Rank held Okta as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.