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Woodard & Company Asset Management Group’s Okta OKTA Stock Holding History

Woodard & Company Asset Management Group’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
-100
Closed -$7K – 167
2018
Q3 		$7K Hold
100
– – 0.01% 177
2018
Q2 		$5.04K Buy
+100
New +$4.76K ﹤0.01% 171

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Woodard & Company Asset Management Group's OKTA Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Okta (OKTA) in Q4 2018, closing a stake of 100 shares — an estimated $7K sold.

Woodard & Company Asset Management Group first reported a position in OKTA in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 324 funds tracked by Wall St. Rank hold OKTA as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Okta position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 100 Okta shares in Q4 2018, an estimated $7K.
  • Woodard & Company Asset Management Group first reported a position in Okta in Q2 2018 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's Okta position peaked at $7K in Q3 2018.
  • 324 funds tracked by Wall St. Rank held Okta as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.