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ASB Consultores’s Okta OKTA Stock Holding History

ASB Consultores’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
2025
Q1 		– Sell
-2,810
Closed -$221K – 195
2024
Q4 		$221K Buy
+2,810
New +$218K 0.09% 189
2022
Q2 		– Sell
-1,435
Closed -$217K – 218
2022
Q1 		$217K Buy
1,435
+22
+2% +$3.94K 0.09% 206
2021
Q4 		$317K Buy
+1,413
New +$337K 0.16% 144

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

ASB Consultores's OKTA Position: Q1 2025 in Review

ASB Consultores sold out of Okta (OKTA) in Q1 2025, closing a stake of 2,810 shares — an estimated $221K sold.

ASB Consultores first reported a position in OKTA in Q4 2021 and held it in 3 quarters. The position peaked at $317K in Q4 2021. 735 funds tracked by Wall St. Rank hold OKTA as of Q1 2025.

  • ASB Consultores reported no remaining Okta position as of Q1 2025 after selling out during the quarter.
  • ASB Consultores sold 2,810 Okta shares in Q1 2025, an estimated $221K.
  • ASB Consultores first reported a position in Okta in Q4 2021 and held it in 3 quarters.
  • ASB Consultores's Okta position peaked at $317K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Okta as of Q1 2025.

Based on ASB Consultores's 13F filing for Q1 2025, filed 13 May 2025.