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Angeles Investment Advisors’s Okta OKTA Stock Holding History

Angeles Investment Advisors’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
2024
Q4 		– Sell
-4,384
Closed -$326K – 215
2024
Q3 		$326K Sell
4,384
-545
-11% -$47.6K 0.02% 159
2024
Q2 		$461K Buy
4,929
+197
+4% +$18.6K 0.02% 115
2024
Q1 		$495K Buy
4,732
+1,169
+33% +$108K 0.03% 120
2023
Q4 		$323K Buy
+3,563
New +$272K 0.02% 142

Other funds holding OKTA

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Angeles Investment Advisors's OKTA Position: Q4 2024 in Review

Angeles Investment Advisors sold out of Okta (OKTA) in Q4 2024, closing a stake of 4,384 shares — an estimated $326K sold.

Angeles Investment Advisors first reported a position in OKTA in Q4 2023 and held it in 4 quarters. The position peaked at $495K in Q1 2024. 665 funds tracked by Wall St. Rank hold OKTA as of Q4 2024.

  • Angeles Investment Advisors reported no remaining Okta position as of Q4 2024 after selling out during the quarter.
  • Angeles Investment Advisors sold 4,384 Okta shares in Q4 2024, an estimated $326K.
  • Angeles Investment Advisors first reported a position in Okta in Q4 2023 and held it in 4 quarters.
  • Angeles Investment Advisors's Okta position peaked at $495K in Q1 2024.
  • 665 funds tracked by Wall St. Rank held Okta as of Q4 2024.

Based on Angeles Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.