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Arcadia Investment Management’s Okta OKTA Stock Holding History

Arcadia Investment 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
2024
Q3 		– Sell
-500
Closed -$46.8K – 300
2024
Q2 		$46.8K Hold
500
– – 0.01% 208
2024
Q1 		$52.3K Hold
500
– – 0.01% 202
2023
Q4 		$45.3K Hold
500
– – 0.01% 221
2023
Q3 		$40.8K Hold
500
– – 0.01% 225
2023
Q2 		$34.7K Hold
500
– – 0.01% 238
2023
Q1 		$43.1K Hold
500
– – 0.01% 241
2022
Q4 		$34.2K Hold
500
– – 0.01% 243
2022
Q3 		$28K Hold
500
– – 0.01% 214
2022
Q2 		$45K Hold
500
– – 0.01% 205
2022
Q1 		$75K Hold
500
– – 0.01% 182
2021
Q4 		$112K Hold
500
– – 0.02% 173
2021
Q3 		$119K Hold
500
– – 0.02% 159
2021
Q2 		$122K Buy
+500
New +$121K 0.02% 158

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Arcadia Investment Management's OKTA Position: Q3 2024 in Review

Arcadia Investment Management sold out of Okta (OKTA) in Q3 2024, closing a stake of 500 shares — an estimated $46.8K sold.

Arcadia Investment Management first reported a position in OKTA in Q2 2021 and held it in 13 quarters. The position peaked at $122K in Q2 2021. 629 funds tracked by Wall St. Rank hold OKTA as of Q3 2024.

  • Arcadia Investment Management reported no remaining Okta position as of Q3 2024 after selling out during the quarter.
  • Arcadia Investment Management sold 500 Okta shares in Q3 2024, an estimated $46.8K.
  • Arcadia Investment Management first reported a position in Okta in Q2 2021 and held it in 13 quarters.
  • Arcadia Investment Management's Okta position peaked at $122K in Q2 2021.
  • 629 funds tracked by Wall St. Rank held Okta as of Q3 2024.

Based on Arcadia Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.