Sharkey, Howes & Javer’s Okta OKTA Stock Holding History

Sharkey, Howes & Javer’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	-458	Closed	-$32K	–	217
2018 Q3	$32K	Buy	458 +52	+13%	+$3.1K	0.02%	128
2018 Q2	$20K	Buy	+406	New	+$19.3K	0.01%	139

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sharkey, Howes & Javer's OKTA Position: Q4 2018 in Review

Sharkey, Howes & Javer sold out of Okta (OKTA) in Q4 2018, closing a stake of 458 shares — an estimated $32K sold.

Sharkey, Howes & Javer first reported a position in OKTA in Q2 2018 and held it in 2 quarters. The position peaked at $32K in Q3 2018. 324 funds tracked by Wall St. Rank hold OKTA as of Q4 2018.

Sharkey, Howes & Javer reported no remaining Okta position as of Q4 2018 after selling out during the quarter.
Sharkey, Howes & Javer sold 458 Okta shares in Q4 2018, an estimated $32K.
Sharkey, Howes & Javer first reported a position in Okta in Q2 2018 and held it in 2 quarters.
Sharkey, Howes & Javer's Okta position peaked at $32K in Q3 2018.
324 funds tracked by Wall St. Rank held Okta as of Q4 2018.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2018, filed 25 Jan 2019.