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Whitener Capital Management’s Okta OKTA Stock Holding History

Whitener Capital 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
Q4 		– Sell
-100
Closed -$9K – 330
2019
Q3 		$9K Hold
100
– – ﹤0.01% 362
2019
Q2 		$12K Hold
100
– – 0.01% 330
2019
Q1 		$8K Hold
100
– – 0.01% 357
2018
Q4 		$6K Hold
100
– – ﹤0.01% 353
2018
Q3 		$7K Buy
+100
New +$5.96K ﹤0.01% 362
2018
Q2 		– Sell
-100
Closed -$3K – 302
2018
Q1 		$3K Buy
+100
New +$3.34K ﹤0.01% 410

Other funds holding OKTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
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

Whitener Capital Management's OKTA Position: Q4 2019 in Review

Whitener Capital Management sold out of Okta (OKTA) in Q4 2019, closing a stake of 100 shares — an estimated $9K sold.

Whitener Capital Management first reported a position in OKTA in Q1 2018 and held it in 6 quarters. The position peaked at $12K in Q2 2019. 463 funds tracked by Wall St. Rank hold OKTA as of Q4 2019.

  • Whitener Capital Management reported no remaining Okta position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 100 Okta shares in Q4 2019, an estimated $9K.
  • Whitener Capital Management first reported a position in Okta in Q1 2018 and held it in 6 quarters.
  • Whitener Capital Management's Okta position peaked at $12K in Q2 2019.
  • 463 funds tracked by Wall St. Rank held Okta as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.