TIAA Kaspick’s Okta OKTA Stock Holding History

TIAA Kaspick’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 Q4	–	Sell	-5,000	Closed	-$492K	–	20
2019 Q3	$492K	Buy	+5,000	New	+$625K	0.13%	15

Other funds holding OKTA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

TIAA Kaspick's OKTA Position: Q4 2019 in Review

TIAA Kaspick sold out of Okta (OKTA) in Q4 2019, closing a stake of 5,000 shares — an estimated $492K sold.

TIAA Kaspick first reported a position in OKTA in Q3 2019 and held it in 1 quarter. The position peaked at $492K in Q3 2019. 463 funds tracked by Wall St. Rank hold OKTA as of Q4 2019.

TIAA Kaspick reported no remaining Okta position as of Q4 2019 after selling out during the quarter.
TIAA Kaspick sold 5,000 Okta shares in Q4 2019, an estimated $492K.
TIAA Kaspick first reported a position in Okta in Q3 2019 and held it in 1 quarter.
TIAA Kaspick's Okta position peaked at $492K in Q3 2019.
463 funds tracked by Wall St. Rank held Okta as of Q4 2019.

Based on TIAA Kaspick's 13F filing for Q4 2019, filed 29 Jan 2020.