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Wealthspire Advisors (Maryland)’s Okta OKTA Stock Holding History

Wealthspire Advisors (Maryland)’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
-54
Closed -$4K – 1516
2019
Q1 		$4K Sell
54
-10
-16% -$792 ﹤0.01% 1915
2018
Q4 		$4K Sell
64
-266
-81% -$15.8K ﹤0.01% 1841
2018
Q3 		$23K Buy
330
+15
+5% +$893 ﹤0.01% 1257
2018
Q2 		$16K Buy
315
+15
+5% +$714 ﹤0.01% 1400
2018
Q1 		$12K Buy
+300
New +$10K ﹤0.01% 1499

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Allianz Asset Management
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
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OKTA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Okta (OKTA) in Q2 2019, closing a stake of 54 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in OKTA in Q1 2018 and held it in 5 quarters. The position peaked at $23K in Q3 2018. 445 funds tracked by Wall St. Rank hold OKTA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Okta position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 54 Okta shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Okta in Q1 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Okta position peaked at $23K in Q3 2018.
  • 445 funds tracked by Wall St. Rank held Okta as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.